Account Manager (Property & Casualty)

Position: Account Executive / Account Manager

Location: Flexible / Hybrid (Florida preferred)

Industry: Insurance & Risk Management – Property & Casualty (Real Estate Focus)

Job Type

Full-Time Regular

Location

Boca Raton FL

About the Opportunity:

Our client, a well-established and growing insurance organization, is seeking an experienced Account Executive / Account Manager to manage a defined book of business and strengthen client and carrier relationships within the property and casualty insurance sector.

This role requires a strategic and detail-oriented professional who can lead client implementations, oversee ongoing service delivery, and ensure an exceptional customer experience while driving account retention and growth.

Key Responsibilities:

• Act as the primary relationship manager for an assigned client portfolio, delivering responsive, high-quality service and support.
• Lead implementation of new client programs, including carrier coordination, communication campaigns, employee correspondence, and system integrations (file transfers, enrollment platforms, etc.).
• Oversee ongoing client servicing, ensuring service timelines, participation reporting, and follow-ups are executed to standard.
• Conduct client meetings independently or in collaboration with leadership, maintaining consistent engagement and proactive communication.
• Manage marketing and renewal processes as assigned, coordinating with carriers and internal teams to ensure competitive solutions.
• Review client documents and agreements (carrier contracts, employee booklets, etc.) for accuracy, compliance, and clarity.
• Educate clients on new benefit offerings, communication strategies, and emerging insurance options.
• Support business development efforts by preparing proposals and tailored presentations for prospective clients.

Qualifications:

• Bachelor’s Degree in Business, Finance, or related field—or equivalent insurance industry experience.
• Minimum 3 years of insurance industry experience, ideally in Property & Casualty with Real Estate specialization.
• Strong negotiation, relationship management, and customer service skills.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent written, verbal, and presentation communication skills.
• Demonstrated ability to manage complex projects, multiple priorities, and client deliverables.
• Knowledge of insurance financial structures and product offerings.
• Active 2-20 License required if compensated on new business.

About Peskind Executive Search

Peskind Executive Search is a boutique recruiting firm specializing in building high-impact leadership and sales teams across the Public Safety, GovTech, Insurance, and Technology sectors. Our confidential search process connects mission-driven organizations with proven professionals who deliver measurable results.