Insurance Account Executive Resume Sample

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Edyth McGlynn
1215 Pagac View,  Los Angeles, CA
+1 (555) 788 8114

Work Experience

Insurance Account Executive
02/2018 - PRESENT
San Francisco, CA
  • Competent with the resources and tools designed to provide client/prospect solutions for risk mitigation, total cost of risk
  • Provide insight and content for the preparation of Franklin Templeton’s Insurance Asset Management business thought leadership
  • Coordinate the renewal process according to special unit standards and coverage guidelines
  • Deliver renewal policies or proposals within time frames described in special unit standards
  • Obtain life, group, and personal lines referrals on new business and renewals for distribution to other departments
  • State-issued agent’s license
  • Implements strategic account plans and works with internal teams to deliver Axway’s vision and promise to prospects and clients
  • Coordinates activities with strategic partners to further establish Axway’s penetration in the financial services and insurance vertical
High Net Worth Insurance Account Executive
09/2012 - 10/2017
Los Angeles, CA
  • Solution sales approach is essential – the ability to articulate the value of solution and understand the client’s business issues is very important
  • Complete and maintain client stewardship reports
  • Through effective research and analysis of prospect’s insurance arrangements and requirements, effectively deliver end to end process to add value to the client relationship
  • Identify business opportunities and trends for solutions in Insurance with prospects and partners
  • Manage the complete sales cycle with the customer whilst leading internal stakeholders including pre-sales, delivery, finance, legal to develop and present propositions
  • Works collaboratively with Producers, Client Resource Team (CRT), Financial Analysts and Population Health Management team for the development and delivery of claims and financial reporting, stewardship reports, health management programs for clients, etc
  • Identify and solicit additional revenue through cross-sales to existing clients and identifying new client opportunities
  • Effectively coordinates with multiple Producers and team members to accomplish production, retention, and customer service goals
  • Direct the service team to ensure service, review, and sign off of policies, SPDs, benefit summaries, carrier contracts, etc. are performed in a timely and accurate manner
Commercial Insurance Account Executive
07/2005 - 03/2012
Boston, MA
  • Maintain electronic files on all insurance clients’ lines of coverages
  • Daily and annual employee education including new hire and open enrollment meetings
  • Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
  • Self-motivated with the ability to work independently and provide timely results
  • The ability to develop and grow relationships, while maintaining targeted retention rates
  • Acquire and maintain an awareness of the client’s business and insurance needs
  • Respond in a timely manner to the requests and needs of the client, producer and/or unit manager
  • Experience with complex commercial property and casualty account management
  • Effective time management skills necessary to prioritize workflow and manage priorities


University of New Hampshire at Manchester
2000 - 2005
Bachelor's Degree in Business

Professional Skills

  • Senior sales /sales management track record, strong negotiation skills
  • Professional writing and strong communication skills necessary
  • Demonstrable previous experience with evidence of effectively prioritising risks to handle concurrent workflow
  • Excellent organizational and time management skills necessary for follow up with carriers, clients, and prospects
  • Demonstrated presentation skills (preparation and execution)
  • Liaise with insurers regarding potential changes and new terms - showing us your superb communication skills and ability to nurture your accounts
  • Strong Market knowledge, and delivery/technical knowledge

How to write Insurance Account Executive Resume

Insurance Account Executive role is responsible for credit, retail, finance, training, research, insurance, travel, software, health, workflow.
To write great resume for insurance account executive job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Account Executive Resume

The section contact information is important in your insurance account executive resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Account Executive Resume

The section work experience is an essential part of your insurance account executive resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance account executive responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance account executive position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Account Executive resume experience can include:

  • Developing & implementing sales & marketing plans
  • Conducting data analysis reviews with clients
  • Willing to travel to client sites if necessary
  • Commitment to ongoing learning and professional development including insurance courses/certifications
  • Control the renewal process along including the gathering of information from Clients and Prospects
  • Prepare meeting notes from minutes and ensure any points are actioned by yourself and/or your team within the Standard Operating Procedures and guidelines

Education on an Insurance Account Executive Resume

Make sure to make education a priority on your insurance account executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance account executive experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Account Executive Resume

When listing skills on your insurance account executive resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance account executive skills:

  • Previous demonstrable experience in an Account Executive or Broker role, comfortable working to targets
  • Prepare documents for customers working in partnership with experienced account managers
  • Solid knowledge of Prudential’s Group Insurance products and services
  • Liaise with prospects and build strong relationships
  • Directing the marketing process including submitting Requests For Proposals and negotiating coverage, pricing and conditions to meet client needs
  • Generating and driving new business whilst remaining dedicated in customer-care

List of Typical Skills For an Insurance Account Executive Resume


Skills For High Net Worth Insurance Account Executive Resume

  • Prepare debit notes and policy summaries, secure delivery of policy documentation from insurers and check prior to approval and release
  • Leading new business and renewal meetings by partnering with the sales executive to implement a strategic planning process for clients
  • Coordinate and communicate client service needs to include directing and assisting team members as needed along with managing open enrollment meetings
  • Demonstrable track record of successfully selling Enterprise solutions, ideally involving database, search or analytics software
  • Manage the renewal marketing process, coordinating with producer to
  • Develop profitable relationships with new prospects and existing clients
  • Entrepreneurial, proactive, leadership, teamwork, team coaching, competitiveness
  • The ability to convey the benefits of a MarkLogic solution in business terms – a value selling methodology and approach
  • Be in the field 60% of the time developing business

Skills For Insurance Account / Development Executive Resume

  • Compile, analyze and interpret financial information and data to facilitate decision-making
  • Identification of new business opportunities for existing Clients and recommendation provided by them
  • Develop new and renewal business, team based strategies, with appropriate support staff
  • Build relationships with bank partners for cross sell opportunities
  • Create and manage relationship at CxO level
  • Work in a multi-cultural and international environment

Skills For Commercial Insurance Account Executive Resume

  • General Insurance Level 2 is required; and
  • Chartered Insurance Professional (CIP) or Canadian Association of Insurance Broker (CAIB) designations
  • Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
  • Strong knowledge of client market and insurance industry network
  • Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ Cert CII
  • Knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity

Skills For Private Clients Insurance Account Executive Resume

  • Continually building your industry knowledge and seeking development
  • Worked to deadlines and able to anticipate change; able to quickly grasp and interpret salient information
  • Actively deal with ambiguity and have exceptional accuracy and attention to detail
  • We are an equal opportunities employer
  • Possess established relationships at C-level within large enterprise commercial accounts, particularly insurance companies
  • Have an established network of contacts within the partner community

Skills For Account Executive Lead-commercial Insurance Resume

  • The ability to assemble and lead a virtual cross-functional team on key opportunities
  • Normal office work environment, no unusual physical demands
  • Work directly with owners, CEO’s, CFO’s, managers, directors, and key personnel, recommending coverage and insurance carriers that best cover their risks
  • Meet and exceed sales goals (overall and carrier specific) set by the company
  • Establish and maintain relationships with all carriers, support staff and other business units
  • Manage the timely and professional output of all proposal requests
  • Make presentations to Board of Directors and key management personnel
  • Cultivate relationships with the broker/consultant community

Skills For Group Insurance Premier Account Executive Resume

  • The Account Executive’s primary responsibilities include prospecting, qualifying, selling and closing new business to existing and net new customers. The Account Executive brings a Point of View to the Customer engagement; uses all resources to solve customer problems with appropriate SAP products
  • Market small business accounts directly to insurance carriers, using carriers’ proprietary on-line systems when possible
  • Work with Pega’s partners to generate Pega value propositions
  • Work with small business prospects and clients to obtain and assemble the information needed to quote or renew insurance policies
  • Manage account documentation; send documentation to insured; and follow up to ensure it was received and submitted to the carrier

Skills For Senior Account Executive Insurance Resume

  • Provide support to the account management team and Commercial Lines department
  • Pennsylvania Property/Casualty License or willingness to sit for exam within 3 months of hire date
  • Well organized with an aptitude for details
  • Work normally scheduled hours and additional time as needed
  • Basic knowledge of Microsoft Office, especially Microsoft Excel, required
  • Influence outcomes through professional, tactful negotiation and persuasion
  • Self-motivated with the ability to work independently and provide timely results. The ability to develop and grow relationships, while maintaining targeted retention rates

Skills For Commercial Insurance Associate Account Executive Resume

  • Assess account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised with the right team
  • The ability to travel locally 10% of the time
  • Actively obtain renewal terms in conjunction with your team for customers and identify potential alternative quotations to discuss with customers
  • Liaise intricately with Brokers to ensure terms negotiated with the market meet with your/Clients objectives
  • Comply with AJG Professional Standards Manual in accordance with statutory requirements for the role with specific attention, but not limited to Handling Client information, Whistle Blowing, Treating Customers Fairly
  • Gather renewal terms for customers and explore alternative options with them before preparing final presentations for the Account Manager to discuss

Skills For UK & Ireland Account Executive Applications Services Insurance Sector Resume

  • Understand the prospects’ business and needs
  • Identify primary budget holders and decision makers within prospects, establish and maintain active relationships with these people
  • Provide technical, industry and subject matter expertise where required
  • Identify strategies to deliver risk management and human capital needs through the provision of unrivalled solutions
  • Facilitates the transition of relationships to others as appropriate and takes on new client and/or prospect relationships
  • Draw on expertise within specialist technical teams within the Business Unit and across the Group for prospects as required

Skills For Senior Account Executive, Insurance Resume

  • Ensure all customer details are recorded accurately and entered onto our bespoke system - high attention levels are imperative in getting it right for your customers
  • Take care of account queries and credit control matters highlighting any concerns to account managers
  • Confirm cover with relevant insurers, process policies and chase up delayed documentation when required
  • Align with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing and Treating Customers Fairly
  • Align with AJG Professional Standards Manual in accordance with statutory requirements for the role with specific attention, but not limited to Handling Client information, Whistle Blowing and Treating Customers Fairly

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