Prepares accounts for new business and renewals as directed by the broker
Assists brokers in developing market submissions and quote cover letters
Builds strong relationships with brokers and demonstrates a solid understanding of brokerage operations
Partners with brokers to drive renewal activity and generate new business opportunities
Collaborates on new business strategies
Evaluates account-related risks and ensures compliance with industry regulations
Maintains accurate client data in internal systems
Generates performance and portfolio trend reports
Coordinates with internal teams to fulfill contractual obligations

Account Executive

Key skills