Job Description

The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business.

The AE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy, they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative.

*PLEASE NOTE: This is a hybrid position and will require a minimum of 2 days/week in our Dallas office*

Your Impact:

• Manage overall service delivery, placement, and business development for an assigned book of business, including retention and growth of house accounts.
• Develop and execute renewal strategies, including market selection, claims review, gap analysis, coverage specifications, and exposure data evaluation.
• Lead marketing and negotiation efforts; prepare executive summaries and proposals; coordinate binding of new and renewal coverage.
• Conduct debriefs on proposals presented to clients and produce clear binding instruction recaps for internal teams.
• Draft stewardship reports in alignment with client expectations and timelines.
• Oversee loss control services and claims management activities, ensuring alignment with client needs.
• Review client contracts and communicate material program changes with carriers.
• Serve as primary escalation point for clients and internal teams and ensure client service expectations are clearly understood and met.
• Cross‑sell and round out accounts within the assigned house book; support Producers with new business opportunities.
• Participate in written and oral RFP responses and presentations.

Successful Candidates Will Have:

• 7+ Years of experience in a Property & Casualty brokerage environment
• Deep technical knowledge of Property & Casualty business
• Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
• Hold Insurance licenses as required by the Company

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and nearly 6,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers

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