Account Executive, Private Client - Private Equity

As an Account Executive, Private Client at Risk Strategies, you are tasked with building and maintaining relationships with high net worth clients, responding to service requests, and executing detailed coverage analysis. You'll engage with Producers for account recommendations and play a critical role in the retention of renewal business, making it an impactful position where your skills directly contribute to client satisfaction and business growth.

To qualify for the Account Executive, Private Client position at Risk Strategies, candidates should have a minimum of 5 years of experience in Personal Lines High Net Worth client management, alongside a valid P&C broker’s license. Familiarity with insurance agency management systems such as AMS 360, WorkSmart, and EPIC is preferred, along with industry-specific designations like CAPI or CIC.

Risk Strategies emphasizes professional development for its Account Executives through continuous training and access to industry certifications. By being part of this dynamic team, you'll be encouraged to hone your skills in covering Private Clients and gain knowledge about the latest market trends to meet client needs effectively.

The expected salary range for the Account Executive, Private Client position at Risk Strategies spans between $84,200 and $125,000, supplemented by a bonus structure. Individual compensation may vary based on factors such as location, experience, and education, ensuring that we reward talent appropriately.

As an Account Executive, you'll enjoy a remote working environment at Risk Strategies, with flexibility that supports a healthy work-life balance. Our diverse and inclusive culture is recognized as a Great Place to Work, where collaboration and respect are core values, allowing you to thrive in your role while building meaningful connections with team members and clients alike.

When answering this question, focus on specific examples that highlight your ability to build relationships and manage client needs effectively. Discuss how you have handled complex inquiries, mitigated risks, and communicated coverage options clearly, demonstrating your expertise and commitment to client satisfaction.

In your response, explain your approach to client communication, your analysis of coverage gaps, and your proactive engagement with clients to discuss their evolving needs. Emphasize the importance of understanding market trends and providing alternative options to assure clients that their interests are prioritized.

Illustrate your systematic approach to coverage analysis by describing tools and methods you use, alongside how you collaborate with team members to enhance the accuracy of your assessments. Being able to present findings clearly to clients is crucial, so mention your communication strategies.

Acknowledge the critical partnership with Producers in your workflow. Share examples of past experiences where you've collaborated closely with Producers on new account acquisitions or complex client requests, highlighting how teamwork enhances client outcomes and business success.

Describe your time management techniques, such as prioritizing tasks, utilizing project management tools, and setting clear timelines for yourself. Providing an example of a particularly busy period where you successfully managed competing tasks will illustrate your capability in maintaining productivity under pressure.

Be specific about the software you are experienced with, such as AMS 360 or EPIC. Highlight how you have used these systems to enhance client service and streamline processes, which showcases your technical skills that are valuable for the Account Executive role.

Your answer should reflect genuine admiration for Risk Strategies’ culture, values, and growth opportunities. Discuss how their commitment to client service aligns with your professional goals and what you hope to contribute to the team.

Select a specific instance where you encountered a difficult situation, detailing your approach to understanding the client’s concerns, the steps you took to address them, and the outcome. This demonstrates your problem-solving skills and your ability to maintain professionalism.

Prepare for this question by discussing prevailing trends such as regulatory changes, shifts in risk management practices, or the impact of economic factors. Your insights will show that you are knowledgeable about the industry, enhancing your profile as a proactive candidate.

Communicate your techniques for fostering clear communication, whether through regular updates, transparent discussions about coverage, or using communication tools. Illustrating a commitment to keeping everyone informed will show that you value collaboration and connection.