Overview

Palmer & Cay is a privately held specialty property and casualty and employee benefits brokerage firm.  We attract highly experienced and motivated professionals who are passionate in their commitment to providing exceptional client consulting services.  The Marketing Account Executive at Palmer & Cay is central to supporting our goal of providing unparalleled risk transfer and insurance solutions to our customers.

Palmer & Cay – Value Proposition

As a privately held firm, Palmer & Cay will be an excellent fit for persons who prefer a culture where:

• The focus is building long-term, stable, profitable relationships with clients including prioritizing client needs, goals, and objectives. 
• Colleague’s opinions are valued and acted upon.
• The firm is dedicated to maintaining properly staffed service teams of highly experienced professionals.
• Deep technical resources are available to provide consultative services to middle market and corporate sized accounts.
• Compensation is rewarding and performance based.
• Work-life balance is supported.

Candidate Qualities

Palmer & Cay places high emphasis on those professionals who have a solid balance of technical expertise with an ability to maintain quality internal and external relationships. The candidate will have coverage and insurance carrier knowledge while also working cooperatively in a team environment with a strong appreciation for fellow colleagues and their obligations to the client. The candidate will have a demonstrated ability to connect insurance products and services to a client’s business needs and communicate those products and services in a manner the client can understand and appreciate.

Personal Attributes

A Marketing Account Executive will possess attributes which include:

• Adherence to Palmer & Cay’s values of integrity, teamwork, and client focus.
• Excellent communication, interpersonal and presentation skills, working with colleagues, insurance carrier partners and customers.
• Ability to work independently and in a team environment to solve problems.
• Intellectual curiosity – continuous improvement of business skills and knowledge.
• Seeing challenges as an opportunity to learn.
• Commitment to supporting the local communities in which we serve.

Marketing Account Executive Position

The Marketing Account Executive works closely in a team environment with producers, senior account executives and client managers who are focused on the customer relationship and ongoing customer service.   

The Marketing Account Executive is focused primarily on managing insurance carrier relationships and supporting the team with obtaining appropriate coverage terms for customers.  Duties include:

• Maintaining close relationships with our insurance carrier partners.
• Working with the team to develop appropriate coverage and program design for each customer.
• Preparing applications and specifications.
• Marketing and negotiating coverage with insurance carriers.
• Analyzing quotations.
• Assisting in preparing the proposal for the customer.
• Assisting in presenting proposals to customers.
• Providing the team with accurate binding information so they may properly invoice, issue certificates of insurance, etc. in a timely basis.

Experience & Background

• Positive relationships with major insurance carriers and background in negotiating insurance programs with insurance carriers.
• Proven ability to review insurance policies and make recommendations for any needed changes.
• Property & Casualty expertise is required but will also assist in coordinating executive liability and cyber coverages with coverage experts.
• Bachelor’s degree or experience plus an insurance designation such as CIC, ARM, CPCU, etc. is required.
• Possesses an active property/casualty insurance license.

Location

This position will primarily support our Charlotte market but may on occasion assist other offices.  A candidate located in the Charlotte area is preferred but candidates with strong backgrounds in other cities will also be strongly considered.

Work Environment

This is a hybrid work position working in an office a few days a week but with opportunity to also work from home if desired.

Travel

Travel is light with a focus primarily on local insurance carrier and customer meetings.  Overnight travel, however, may be required on occasion.

Diversity and Inclusion

Palmer & Cay strives to create an inclusive culture where we understand individual differences drive innovative solutions.  We believe in embracing different viewpoints, thoughts, and ideas to ultimately create a diverse workforce and an inclusive workplace. Coming together with unique perspectives to make a collective impact for our colleagues, clients, and the communities we serve is at the heart of who we are and the workplace we strive to create. 

Benefits

Palmer & Cay provides a comprehensive suite of competitive benefit plans including performance-based compensation, medical, dental, vision, company paid life and disability, 401-k, generous vacation and sick time, volunteer paid time off, etc. in an atmosphere where colleagues can thrive in a team-oriented environment.