Associate Vice President, Financial Lines Greater Plano, TX Area

The Company is seeking an AVP, Account Executive for Financial Lines. The successful candidate will be responsible for managing the placement, marketing, and advisory service process for private company clients, with a focus on meeting individual and department production goals. This role involves overseeing the renewal process, new business preparation, and ongoing service needs, as well as working closely with a team that includes Producers, other Account Executives, Claims team, and Account Managers. The ideal candidate should be technically proficient in all coverages serviced by the team, have strong time management skills, and the ability to negotiate skillfully in challenging situations. Additionally, the role requires participation in client meetings, understanding complex financial analysis and claims data, and the ability to create client presentations and marketing materials. Applicants for the AVP, Account Executive position at the company should have a Bachelor’s degree (or substantial work experience in lieu of a degree), a state-specific license, and 5-7 years of relevant experience. The role demands excellent communication skills, both verbal and written, strong multitasking, and time management abilities. Proficiency in Microsoft Office products is essential. The candidate should be professional in appearance and business conduct, with a strong customer service orientation. Responsibilities also include assisting with renewal meetings, preparing renewal submissions for marketing, analyzing quotes, and maintaining good business relationships with clients, insurance carriers, and colleagues. The company values a team-oriented, client-focused approach and is dedicated to recruiting and retaining the best talent in the industry.

Hiring Company

CAC Group