Senior Account Executive

Marketing and business development. Managing and expanding the existing insurance portfolio. Driving business growth through strategic relationship management. Maintenance and retention of the existing business. Ensuring exceptional service delivery. Management of Accounts Receivables.

General Responsibilities

The Senior Account Executive contributes to the growth and maintenance of the business and is responsible for:

1. Marketing and business development.
2. Managing and expanding the existing insurance portfolio.
3. Driving business growth through strategic relationship management.
4. Maintenance and retention of the existing business.
5. Ensuring exceptional service delivery.
6. Management of Accounts Receivables.
7. Contributing to the preparation of the income budget.

Relationships

• Reports to the Corporate Manager.
• Collaborates with members of the Executive Team.
• Maintains professional relationships with account executives, technicians, insurers, and clients.

Client Relationship Management

• Manage the insurance portfolio of designated clients, including claims.
• Serve as the primary point of contact for an assigned portfolio of corporate and individual clients.
• Develop and maintain long-term relationships, ensuring satisfaction and retention.
• Conduct regular account reviews and coverage assessments.
• Ensure timely communication of rates, terms, and conditions.
• Maintain accurate client files and statistics.
• Ensure client billings are prepared and distributed on time.
• Manage accounts receivables in compliance with policies and regulatory requirements.
• Maintain confidentiality of client information.

Business Development

• Identify cross-selling and up-selling opportunities.
• Support new business acquisition, including participating in networking events and preparing tenders.

Insurance Programme Design and Risk Placement

• Analyze client risk exposures and recommend appropriate coverage.
• Prepare, present, and negotiate proposals with underwriters.
• Ensure accuracy and compliance of all policy documentation.
• Maintain professional and ethical relationships with insurers.
• Ensure all relevant information is obtained and conveyed when placing risks.

Technical & Compliance

• Stay updated on industry trends, regulatory changes, and emerging risks.
• Ensure compliance of client records and communications with company and regulatory standards.
• Provide technical guidance to junior team members.

Team Leadership & Mentoring

• Mentor junior staff on client service, negotiation, and technical knowledge.
• Act as a resource for resolving complex account issues.

Education, and Experience

• Bachelor’s degree in Business, Finance, Risk Management, or related field (preferred).
• Relevant insurance licenses as required by jurisdiction.
• Professional designations (e.g., CPCU, CIC, ARM, CRM) are an asset.
• 7–10 years of experience in insurance brokerage account management.
• Proven track record managing mid-to-large corporate accounts.
• Strong underwriting knowledge and carrier relationships.

Skills & Competencies

• Excellent client service and relationship management skills.
• Strong negotiation and presentation abilities.
• Ability to analyze complex risk profiles and recommend solutions.
• Proficiency in insurance management systems (e.g., Applied EPIC preferred).
• Proficiency in Microsoft Office.
• Strong organizational skills and attention to detail.