Associate Account Executives develop and foster long-term strategic relationships with a portfolio of clients, focusing on retaining, servicing, and expanding key accounts. They lead collaboration across the firm to deliver comprehensive product and service solutions tailored to client needs. Associate Account Executives are established, independent contributors who leverage technical risk expertise and client-facing experience to provide high-quality advisory services that protect client interests and drive revenue growth across multiple product lines. They evaluate exposures, analyze loss and financial data, develop and present customized risk financing and transfer solutions, and partner with senior Account Executives and internal teams to retain and grow business. Acting as trusted client advisors, they navigate complex client questions and midterm policy changes while ensuring full compliance with professional and regulatory standards, directly impacting the team’s success.
This role will join the South Central Corporate Segment Team and would be based out of our San Antonio location. This is a hybrid role that required 3 days in the office.
Key Responsibilities
Risk Analysis & Advisory
Evaluate client operations, exposures, and enterprise-wide risk profiles using loss runs, cash flow analyses, financial statements and other third-party data.
Develop and quantify alternative risk financing, insurance placement, and risk mitigation strategies; model short- and long-term financial impacts of options.
Translate technical analytics into clear, actionable recommendations and decision support for clients and internal stakeholders.
Client Relationship Management
Serve as a primary or escalation client contact; respond to complex client needs, inquiries, and claims-related questions with urgency and professionalism.
Build and sustain strong client and broker relationships through regular strategic reviews, performance reporting, and proactive communication.
Anticipate client business changes and recommend appropriate contractual or programmatic adjustments to preserve coverage and minimize cost.
Sales, Retention & Growth
Support and execute account growth strategies in partnership with senior Account Executives and producers to retain existing business and identify expansion opportunities.
Manage contract reviews, midterm policy endorsements, renewals, and RFP responses; prepare client-facing proposals and presentations.
Contribute to achievement of sales targets by identifying cross-sell opportunities, developing value propositions, and supporting negotiations.
Collaboration & Program Delivery
Coordinate with underwriters, claims, actuarial, legal, compliance, and specialty teams to deliver integrated solutions and maintain consistent service delivery.
Oversee delivery timelines, deliverables, and documentation to ensure high-quality implementation and client satisfaction.
Leverage internal analytics and third-party tools; escalate complex issues to senior colleagues when specialized technical or market intervention is required.
Compliance, Market Intelligence & Continuous Improvement
Maintain up-to-date knowledge of evolving market conditions, regulatory requirements, and industry best practices that affect client programs.
Ensure all activities comply with company policies, professional standards, and transparency obligations; document recommendations and decisions with appropriate rationale.
Identify process improvements, tool enhancements, and training needs to increase team effectiveness and client outcomes.
Skills & Competencies
Technical / Analytical: Advanced competency in loss run analysis, financial statement interpretation, cash flow modeling, pricing mechanics, and exposure quantification.
Communication: Proven ability to explain complex technical concepts simply; strong presentation and report-writing skills; skilled negotiator.
Client Focus: Client-centric orientation with a track record of managing difficult client conversations and delivering value under pressure.
Commercial Acumen: Demonstrated ability to translate client needs into profitable, market-appropriate solutions and to spot cross-sell/upsell opportunities.
Collaboration: Effective team player who coordinates cross-functional resources and manages stakeholders at varying seniority levels.
Judgment & Problem Solving: Sound decision-making under uncertainty; ability to prioritize competing demands and manage escalations.
Experience & Qualifications
Typically requires 3–6+ years of experience in risk management, insurance brokerage, underwriting, claims, or a related consulting role.
Familiarity with commercial insurance product lines and alternative risk financing structures.
Professional designations preferred (e.g., CPCU, ARM, ARe) or progress toward industry-recognized certifications.
Impact & Success Measures
Retention rate and client satisfaction scores for assigned accounts.
Revenue growth and cross-sell rates attributable to supported accounts.
Accuracy and timeliness of risk assessments, proposals, and midterm revisions.
Compliance record, audit readiness, and quality of documentation.
Contribution to team knowledge-sharing, process enhancements, and overall service delivery improvements.