Job Description

Role Overview

The Senior Account Executive will handle end-to-end client renewals, address queries, analyze claims, and maintain accurate records. The role also focuses on cross-selling opportunities, timely payment follow-ups, and preparing monthly performance reports.

Key Responsibilities

Build and maintain strong client relationships to ensure loyalty and satisfaction. Engage directly with clients for renewal confirmations and explain benefits. Arrange and lead client meetings virtually or in person to review portfolios and identify opportunities. Handle client escalations calmly and provide effective resolutions. Manage the end-to-end renewal process accurately and on time. Achieve and maintain high renewal retention through diligent follow-ups. Coordinate with internal teams to manage new business inquiries seamlessly. Prepare Specification Comparison Charts and other renewal documentation. Analyze claims history and provide informed recommendations for clients. Conduct compliance screenings and verify all compliance-related documents. Maintain accurate client records in CRM and document management systems. Ensure compliance with internal policies, insurance regulations, and audit standards. Draft professional client communication materials, reports, and presentations. Prepare monthly renewal and performance reports for management. Ensure timely collection of client payments and communicate obligations clearly. Exhibit high attention to detail and precision in documentation and reporting. Collaborate effectively with team members to align on goals and deliver outstanding service. Support junior executives through guidance and knowledge sharing. Leverage data and analytics for decision-making and client presentations. Uphold company values of integrity, diligence, and client-first service. Demonstrate excellent communication and interpersonal abilities. Manage multiple accounts and deadlines effectively. Proven record of achieving retention and service excellence.

Requirements

Bachelor's degree in Business, Finance, Insurance, or related discipline. AIII certification (mandatory). 5+ years of experience in Commercial Lines - Underwriting & Client Retention. Strong proficiency in MS Office (Excel, Word, PowerPoint). Good knowledge of Commercial insurance policies. Strong interpersonal, organizational, and multitasking skills. * Analytical mindset with attention to detail.