Account Executive | Property & Casualty

Description LI-KW1 LI-Hybrid Responsibilities Essential Functions and Primary Duties Build and maintain client relationships, meeting specified client retention goals Coordinate and direct assigned client activities within client services team Develop a strong understanding of the client's business and strategic priorities Develop and execute the renewal and/or marketing strategy in accordance with client instructions Manage new client implementation process Execute solid analysis, delivering c…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.