Account Manager Property & Casualty
Listed on 2025-12-16
-
Sales
Client Relationship Manager, Insurance Sales
Position: Account Executive / Account Manager
Location: Flexible / Hybrid (Florida preferred)
Industry: Insurance & Risk Management – Property & Casualty (Real Estate Focus)
Our client, a well-established and growing insurance organization, is seeking an experienced Account Executive / Account Manager to manage a defined book of business and strengthen client and carrier relationships within the property and casualty insurance sector.
This role requires a strategic and detail-oriented professional who can lead client implementations, oversee ongoing service delivery, and ensure an exceptional customer experience while driving account retention and growth.
Key ResponsibilitiesAct as the primary relationship manager for an assigned client portfolio, delivering responsive, high-quality service and support.
Lead implementation of new client programs, including carrier coordination, communication campaigns, employee correspondence, and system integrations (file transfers, enrollment platforms, etc.).
Oversee ongoing client servicing
, ensuring service timelines, participation reporting, and follow-ups are executed to standard.Conduct client meetings independently or in collaboration with leadership, maintaining consistent engagement and proactive communication.
Manage marketing and renewal processes as assigned, coordinating with carriers and internal teams to ensure competitive solutions.
Review client documents and agreements (carrier contracts, employee booklets, etc.) for accuracy, compliance, and clarity.
Educate clients on new benefit offerings
, communication strategies, and emerging insurance options.Support business development efforts by preparing proposals and tailored presentations for prospective clients.
Bachelor’s Degree in Business, Finance, or related field—or equivalent insurance industry experience.
Minimum 3 years of insurance industry experience
, ideally in Property & Casualty with Real Estate specialization
.Strong negotiation, relationship management, and customer service skills.
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Excellent written, verbal, and presentation communication skills.
Demonstrated ability to manage complex projects, multiple priorities, and client deliverables.
Knowledge of insurance financial structures and product offerings.
Active 2-20 License required if compensated on new business.
Peskind Executive Search is a boutique recruiting firm specializing in building high-impact leadership and sales teams across the Public Safety, Gov Tech, Insurance, and Technology sectors. Our confidential search process connects mission-driven organizations with proven professionals who deliver measurable results.
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