Job Summary

The primary objective of the Account Executive is to support senior leadership and their book of business through the management of complex client relationships by delivering a Far From Ordinary Client Experience™ while coordinating new business opportunities, strategic initiatives and execution of high-quality client service.

This role is well-suited for a service-oriented professional who operates with a strong sense of ownership, performs well in a high-pressure environment, and seeks growth through expanded responsibility. Career development may evolve in multiple directions over time, including sales, client leadership, or strategic support functions, based on organizational needs and individual capability.

• Support and maintain relationships with complex, high-level clients, including executive and C-suite contacts
  
• Function as a leader within the High Performance Team (HPT)
  
• Ensure timely, accurate, and proactive communication with clients and internal teams
  
• Anticipate client needs and resolve issues with a strong sense of ownership
  
• Deliver a consistently high-quality, client-centric experience
  

• Act as a trusted partner to senior leadership by helping manage priorities, workflows, and client-related activities
  
• Reduce day-to-day “noise” while ensuring leadership is informed of critical client developments
  
• Support strategic initiatives related to client retention, growth, and service excellence
  
• Operate with discretion, sound judgment, and professionalism
  

• Assist with new business opportunities, including preparation, follow-up, and coordination
  
• Support sales activity and client initiatives aligned with organizational goals
  
• Identify opportunities to enhance client relationships, services, or solutions
  
• Participate in growth-related activities as appropriate based on skill set and interest
  

• Manage details, deadlines, and follow-up with exceptional accuracy
  
• Operate effectively in a high-pressure, fast-moving environment
  
• Ensure tasks and commitments are completed on time and at a high standard
  
• Maintain strong organizational systems to support client and leadership needs
  

• Far From Ordinary mindset
• Team-first mentality
• Commitment to growth and learning
• Make-it-happen attitude
• Ability to embrace change as opportunity

• Prior experience in the insurance industry (within agency) strongly preferred
  • Carrier Marketing or account management roles
• Experience working directly with clients in a professional services environment
• Comfort interacting with senior leaders and executive-level clients
• Strong attention to detail, organizational, and follow-up skills
• Able to work quickly in high-pressure situations
• Excellent verbal and written communication skills
• Ability to work independently while collaborating effectively with a team

• Bachelor’s degree or equivalent experience preferred
• New York State Life, Accident & Health and Property & Casualty licenses preferred
• Willingness to obtain and maintain required licenses and participate in professional development

• Successful candidates will complete Kolbe and Working Genius assessments
• Ideal profiles demonstrate strong initiative, tenacity, and strengths aligned with Discernment and Enablement

Supervisory Responsibilities

This position does not have supervisory responsibilities.

Equipment, Machines and Software Used

Ability to utilize word-processing software, spreadsheet software, presentation tools, CRM/sales pipeline systems, and agency management software.

Mental and Visual Requirements

Close mental and visual attention required for tasks involving data analysis, detailed documentation, computer work, and extensive reading.

Physical Activities and Requirements

Ability to sit, stand, walk, reach, grasp, talk, hear, and perform repetitive motions. Ability to exert up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently.

Environmental Conditions

None. Work is performed in a typical office or hybrid work environment.

Employer's Disclaimer

All requirements are subject to modification to reasonably accommodate individuals with disabilities. This job description does not state or imply that these are the only duties to be performed by the employee. Employees may be required to perform other job-related duties as assigned. This document does not create an employment contract, implied or otherwise, and employment remains at-will.