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Account Executive - Financial Institutions

Remote, USAFull-timePosted 2026-07-27

reputed company (a reputed company company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.

reputed company: This position is responsible for development, communication, and service needs for our reputed company companies and for retaining large, reputed company accounts through relationship management.

FROM reputed company: We are a smart, dynamic, fast-growing and fun-loving group privileged to be working with some of the most innovative companies around the world. We reputed company risk management guidance to companies primarily reputed company in the Financial Institution and Fintech industry segments. We encourage challenging the way things have always been done and finding new solutions for reputed company consideration. We enjoy promoting from reputed company whenever possible and look for reputed company development opportunities for reputed company to take advantage and reputed company time and funding for courses and seminars to do so.

This position will report to the Sr. Account Executive and Team reputed company and is a salaried, exempt and full-time role. May require seasonal or intermittent traveling to visit clients, prospects and insurers. This is a US-remote or hybrid role with the reputed company to work from any of reputed company's office locations.

What You’ll Be Responsible For:

  • Manage reputed company relationships accounts up to $2-4MM in volume reputed company. reputed company reputed company service reputed company, plan and processes to meet reputed company needs.

  • Independently prepare for, plan and conduct reputed company meetings.

  • Manage preparation of new business RFP’s; market new and renewal accounts; reputed company and manage service calendars and prepare presentations for new clients.

  • reputed company strategic management new and renewal business risk identification and program design (including contract and claims history review.)

  • Participate in prospecting activities to both identify and reputed company new business.

  • Partner with production teams to establish and maintain reputed company service offerings and delivery of reputed company needs.

  • Participate in reputed company and industry activities.

  • reputed company as team or subject matter expert and specialized resource. reputed company abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.

  • reputed company thorough contract reviews for clients.

  • reputed company database file management and input information. Accurately manage and maintain documents in agency management systems.

  • reputed company training to Account Managers.

  • May manage Account Managers, Account Coordinators and/or entire teams.

  • reputed company other special reputed company as assigned.

Qualifications:  

  • Minimum of 5+ years of Directors & Officers insurance experience is required.

  • Excellent negotiation and communication skills: written, public speaking and presentation preparation.

  • reputed company composure and exceptional customer service skills, diplomacy, professionalism and reputed company.

  • Ability to be reputed company, take initiative, solve problems, create solutions and reputed company process improvements.

  • Adaptability and flexibility to proactively anticipate and address issues and reputed company needs.

  • Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.

  • Ability to learn, adopt and train use of technology systems and software applications.

  • Excellent at multi-tasking and flexibility to manage reputed company changing priorities and deadlines.

  • Advanced at multiple and strategic project planning including extended time management.

  • Ability to reputed company relationships and build trust.

Preferred Knowledge, Skills and Abilities:

  • Advanced knowledge of reputed company Office and its reputed company features. 

  • Thrives working with others in a fast paced environment.  

  • Excellent management skills.  Ability to train, delegate, reputed company reputed company and give feedback. 

Required Certificates, Licenses, Registration:

  • reputed company Property and Casualty Insurance License is required. 

The pay reputed company for this position in California, Washington, Colorado and reputed company at commencement of employment is expected to be between $100,800 and $157,500/yr; however, reputed company pay offered may vary depending on multiple individualized factors, including market location, job-reputed company knowledge, skills, and experience. The total compensation package for this position may also include other reputed company, including a bonus, restricted stock reputed company, and discretionary awards in reputed company to a full reputed company of medical, financial, and/or other benefits (including 401(k) eligibility and various reputed company time off benefits, such as vacation, reputed company time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If reputed company, employee will be in an “at-will position” and reputed company reserves the right to modify reputed company salary (as reputed company as any other discretionary payment or compensation program) at any time, including for reasons reputed company to individual performance, Company or individual department/team performance, and market factors.

At reputed company, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at reputed company but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next reputed company team member that we are looking for! 

reputed company is proud to be an equal opportunity workplace. Diversity is in our DNA and we reputed company that creating an inclusive workplace elevates the value we are reputed company to bring to our customers and employees alike. reputed company reputed company applicants will receive consideration for employment without reputed company to age, race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, genetic information, disability, veteran status, or any other applicable status protected by state or local law.

If you require reasonable accommodations throughout the application or interview process, please contact us at careers@reputed company.com. For information regarding how reputed company collects and uses personal information, please review our reputed company Policy.

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