539 private client account executive jobs found

SUMMARY: The Private Client Account Executive leads the overall service, recommendations, and implementation of a small book of insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. The Private Client AE is also responsible for working on New Client Acquisition via leads that are sourced either personally or through HUB Contacts.  ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB...

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Private Client Account Executive JOB TYPE: FLSA Exempt REPORTS TO: Director of Client Services – Business Insurance/Property & Casualty ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all...

The Private Client Account Executive will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective new business opportunities. Your Impact: Building and maintaining constructive relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and claims issues within established timelines Participate in the retention of renewal business Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps,...

Company: Description: ACCOUNT EXECUTIVE DEPARTMENT: PERSONAL LINES STATUS: EXEMPT Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Executive at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services...

Company: Description: SENIOR ACCOUNT EXECUTIVE DEPARTMENT: PERSONAL LINES STATUS: EXEMPT Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Account Executive at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional...

Overview The Private Client Group, Account Executive works closely with other members of the team to deliver an outstanding customer service experience to our high-net-worth ("HNW") customer base.  In addition to working with our clients, and their advisors, on day-to-day service needs, the Private Client Group, Account Executive is responsible for coordinating the renewal process, organizing client review meetings and negotiating renewals with our carrier partners.  This is an outstanding opportunity for an enthusiastic and motivated individual to work within an established (and growing!) practice group.  This role is based in New Haven, CT in a new office space with beautiful views, modern furnishings, covered parking, a lobby café, food trucks and easy access to highways and public transportation.  Fred C. Church offers its employees a three-two hybrid office-home schedule. We invite you to include a cover letter with your application.  No phone calls...

We are seeking a Senior Account Executive to join our Employee Benefits team in Boston, MA. This role is responsible for managing client relationships, acting as the primary point of contact for day-to-day service, and overseeing the development and execution of each client’s benefits strategy. The ideal candidate will have strong experience with self-funded plans and will serve as a subject matter expert across a range of offerings including medical, life, disability, and other employee benefits. The Senior Account Executive will work closely with both clients and carrier representatives, providing strategic guidance and plan analysis, while also leading internal team efforts by reviewing work, ensuring accuracy, and delegating tasks as needed. In addition to managing a personal book of business, this role supports revenue growth through client expansion and assists producers with prospecting and proposal development for new opportunities. Your Impact: Subject matter expert...

This role serves as the primary contact point for assigned accounts and represents a source of subject matter expertise, guidance, and accountability for providing an outstanding client and customer experience.  The Client Account Manager-I will be the account service expert for the plan, processes, and services being provided to their assigned accounts. This individual will have the responsibility to work closely with all AHP departments, carriers, and other benefit providers to ensure the organization provides prompt quality services to assigned schools, in a proactive manner whenever possible. The Client Account Manager-I is responsible for driving continuous quality and performance improvements through monitoring, analysis, and delivery to ensure timely, efficient, and effective high-quality services are sustained and that target service and productivity goals are achieved. Primary Duties & Responsibilities: Work with Client Account Manager-II, management,...

PLEASE NOTE: This is a hybrid opportunity and this role requires onsite, in-office presence approximately 1 to 3 days per week at one of the following office locations: Ft. Lauderdale, FL, Palm Beach Gardens, FL, Wilmington, NC, Raleigh/Durham, NC, Charlotte, NC, Bethesda, MD, Knoxville, TN, Dallas, TX, Houston, TX or New Orleans, LA. The Regional Account Executive will be responsible for working with mid-size to large accounts in multiple offices within the Atlantic Region. In this position, you will assist producers with developing and executing the clients benefit strategy and are required to have knowledge of the various funding methods (fully insured, self-insured, reference-based pricing, level funded). You will also be working with service teams in supporting and mentoring our teams with technical knowledge. You should be able to research, analyze and evaluate various employee benefits products including claims reporting, as well as be able to prepare and understand...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at either our New York, NY or Berkeley Heights, NJ office locations. The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         Primary Duties and Responsibilities:  At the direction of the Producer or Account Executive (Prod/AE),...

Company: Marsh McLennan Agency Description: ACCOUNT EXECUTIVE DEPARTMENT: COMMERCIAL INSURANCE STATUS: EXEMPT Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Executive at Momentous Insurance, A Marsh McLennan Agency. Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s...

Company: Marsh McLennan Agency Description: About Marsh McLennan Agency Midwest  Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our Account Executive, Select on our Employee Health & Benefits team, you’ll dive deep into understanding the unique needs of our clients and the industries they operate in. You maintain strong relationships, and quarterback service strategies for our small group (under 100 lives) clients. Your role will involve analyzing client exposures, communicating our unique value...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Commercial Lines Senior A ccount Manager at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for...

Company: Marsh McLennan Agency Description: Business Insurance Client Executive, Renewable Energy Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Client Executive, Renewable Energy at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Business Insurance Client...

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Our Private Client Team group, based out of our Berkeley Heights, NJ office, is currently seeking a Senior Account Executive to provide insurance and risk management consultation for high-net-worth clients.  Specific responsibilities include: Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity. Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience. Schedules and conduct face-to-face & virtual meetings with...

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Our Private Client Team group, based out of our Berkeley Heights, NJ office, is currently seeking a Senior Account Executive to provide insurance and risk management consultation for high-net-worth clients.  Specific responsibilities include: Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity. Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience. Schedules and conduct face-to-face & virtual meetings with...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Irvine, CA, Burlingame, CA, Santa Rosa, CA, Portland, OR, Dallas, TX. We're seeking an experienced Account Manager who will be responsible for managing daily client service needs for an assigned book of business, working alongside a Producer or Account Executive. The role involves frequent client communication, system updates, and ensuring data integrity while adhering to corporate processes and procedures. As a key member of the client team, the Account Manager also oversees third-party vendors involved with the account. Your Impact: Client Management: Supports the renewal process at the direction of the Producer or Account Executive by participating in strategy discussions, including market selection, claims reviews, and exposure gathering; assists in drafting exposure data, loss exhibits, submissions, and...