Account Executive, Private Client Group

Account Executive Private Client Group- Job Description

Position Summary

The Account Executive is responsible for delivering a high-quality proactive service experience for Private Client Group clients. This role partners closely with Risk Advisors and service team members to develop and execute client-specific service strategies while building strong relationships and evaluating risk needs. The position blends strategic client advisory with hands-on execution supporting organizational growth through tailored insurance solutions and exceptional service delivery.

Key Responsibilities

Functional Leadership & Ownership

Own client service strategies and account performance for Private Client Group clients.

Serve as a subject matter expert on coverage design risk evaluation and client solutions.

Partner with Risk Advisors and internal stakeholders to align strategies to client needs.

Hands-On Execution & Delivery

Develop proposals coverage comparisons and service deliverables.

Evaluate coverage programs and recommend enhancements to structure carriers and pricing.

Prepare high-quality submission packages and negotiate with carriers.

Reporting Quality & Operational Support

Ensure accuracy and quality of client deliverables and policy documentation.

Manage deadlines timelines and competing priorities effectively.

Monitor service workflows and maintain consistency with defined standards.

Cross-Functional Partnership & Integration

Collaborate with Account Managers to ensure seamless execution of service plans.

Build strong relationships with carrier partners and internal teams.

Support alignment across service sales and underwriting partners.

Growth Change & Special Initiatives

Identify opportunities to enhance client programs through additional services or products.

Participate in client strategy discussions and team initiatives.

Support additional projects and organizational initiatives as needed.

Process Improvement & Best Practices

Follow and improve workflows processes and service standards.

Stay current on market conditions coverage trends and carrier strategies.

Recommend process enhancements to improve efficiency and client experience.

Accountability

Delivering high-quality client-focused insurance solutions aligned with strategy.

Maintaining accuracy reliability and timeliness of service deliverables.

Building trusted relationships with clients carriers and internal partners.

Demonstrating ownership sound judgment and effective prioritization.

Qualifications

3 years of experience in insurance risk management or financial services.

Property & Casualty license.

Strong analytical communication and problem-solving skills.

Preferred

Experience in a property & casualty insurance environment.

Associates degree or relevant coursework.

Insurance or risk management designation (CIC CRM etc.).

Key Competencies

Client Experience & Relationship Management

Ownership & Accountability

Analytical & Problem Solving

Communication & Influence

Process Improvement & Attention to Detail

Adaptability & Change Agility

Business Acumen