Gilroy Kernan & Gilroy · 7 hours ago
Account Executive
New Hartford,NY,US
Full-time
Onsite
Mid LevelGilroy Kernan & Gilroy is seeking an Account Executive to support senior leadership and manage complex client relationships. The role involves delivering exceptional client experiences while coordinating new business opportunities and supporting strategic initiatives for client retention and growth.
Financial ServicesInsurance
Responsibilities
Support and maintain relationships with complex, high-level clients, including executive and C-suite contacts
Function as a leader within the High Performance Team (HPT)
Ensure timely, accurate, and proactive communication with clients and internal teams
Anticipate client needs and resolve issues with a strong sense of ownership
Deliver a consistently high-quality, client-centric experience
Act as a trusted partner to senior leadership by helping manage priorities, workflows, and client-related activities
Reduce day-to-day “noise” while ensuring leadership is informed of critical client developments
Support strategic initiatives related to client retention, growth, and service excellence
Operate with discretion, sound judgment, and professionalism
Assist with new business opportunities, including preparation, follow-up, and coordination
Support sales activity and client initiatives aligned with organizational goals
Identify opportunities to enhance client relationships, services, or solutions
Participate in growth-related activities as appropriate based on skill set and interest
Manage details, deadlines, and follow-up with exceptional accuracy
Operate effectively in a high-pressure, fast-moving environment
Ensure tasks and commitments are completed on time and at a high standard
Maintain strong organizational systems to support client and leadership needs
Qualification
Required
Carrier Marketing or account management roles
Experience working directly with clients in a professional services environment
Comfort interacting with senior leaders and executive-level clients
Strong attention to detail, organizational, and follow-up skills
Able to work quickly in high-pressure situations
Excellent verbal and written communication skills
Ability to work independently while collaborating effectively with a team
Willingness to obtain and maintain required licenses and participate in professional development
Successful candidates will complete Kolbe and Working Genius assessments
Ideal profiles demonstrate strong initiative, tenacity, and strengths aligned with Discernment and Enablement
Ability to utilize word-processing software, spreadsheet software, presentation tools, CRM/sales pipeline systems, and agency management software
Close mental and visual attention required for tasks involving data analysis, detailed documentation, computer work, and extensive reading
Ability to sit, stand, walk, reach, grasp, talk, hear, and perform repetitive motions
Ability to exert up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently
Preferred
Prior experience in the insurance industry (within agency) strongly preferred
Bachelor's degree or equivalent experience preferred
New York State Life, Accident & Health and Property & Casualty licenses preferred
Company
Gilroy Kernan & Gilroy
Gilroy Kernan & Gilroy is an insurance company that offers business insurance and personal insurance products.
Founded in 1904
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Crystal Graves, SPHR
Chief People Officer
Noelle Murphy SPHR, SHRM-SCP
Chief Resource Officer
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