California Licensed Account Executive

Job Summary

A company is looking for an Account Executive to support its Private Equity and Transaction Advisory Group.

Key Responsibilities

• Manage and retain client relationships, assessing risk profiles and insurance needs
• Develop market and carrier relationships and partner with production teams for aligned service delivery
• Prepare and conduct client meetings, manage RFPs, and provide strategic risk management for new and renewal business

Required Qualifications, Training, and Education

• 5+ years of insurance brokerage experience required, with a preference for Private Equity and/or M&A experience
• Property and Casualty Insurance license required
• Advanced knowledge of Microsoft Office and its complex features
• Ability to train, delegate, and manage teams effectively
• Experience in property and casualty insurance preferred