Job Description

Seeking a SR Account Executive/AE Lead for a private national broker out of Manhattan, NY that is hybrid 2 days per week. (This is working in the M&A/Private Equity Vertical, previous experience in the vertical is not required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationship with minimal input from Producers;

• Manages large book of business through direction of employees on service team;

• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

• Acts as direct point of contact for client from time of lead;

• Acts as the lead representative to an assigned book-of-business;

• Participates in team selling process including finalist interviews and RFP responses;

• Prepares and presents to client renewal analysis;

• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;

• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;

• Provides analysis and recommendations concerning client's existing coverages;

• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;

• Receives and responds to client inquiries including benefit and claim questions and issues;

• Reviews client coverage contracts and amendments for accuracy;

• Manages and negotiates third party vendor relationships and contracts on behalf of the client;

• Manages dedicated service team;

• Serves as technical expert, assisting department members to resolve complex issues;

• Provides mentoring and coaching to departmental staff;

• Creates new client sales opportunities;

• Creates motivational action plans for personnel development in conjunction with defined performance goals;

• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

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