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Cottingham & Butler · 3 days ago

Account Executive

United States

Full-time

Remote

Mid Level

Cottingham & Butler is a growth-oriented company dedicated to helping clients navigate life's toughest moments. They are seeking a strategic Account Executive to manage and service existing accounts while nurturing future ones, with a focus on risk analysis and client satisfaction.

Financial ServicesInsurance

Responsibilities

Act as primary point of contact for all client-related questions and requests

Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management

Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs

Develop and prepare detailed marketing submissions and proposals for both new and renewal business

Craft and deliver a written service timeline and value proposition, showcasing our commitment to client satisfaction during annual stewardship meetings

Guarantee policy accuracy and alignment with proposed coverages, providing peace of mind to our clients

Respond promptly to inquiries from our internal team, client contacts, and carrier partners, maintaining a 24-hour response window

Initiate proactive correspondence with clients and insurers on a variety of topics, including coverages, rates, policy changes, audits, dividends, and billing issues