Account Executive

Account Executive

West Palm Beach, Florida

Why This Role Matters

We are seeking an experienced Account Executive to join our growing Yacht Business Unit in Florida. This role will be responsible for managing and growing a portfolio of yacht and marine insurance clients while providing a high level of personalized service to clients with complex insurance needs.

The Account Executive will serve as a trusted advisor to clients, managing day-to-day account needs, renewals, coverage changes and carrier relationships. In addition, this position will have the opportunity to generate and earn commission on new business opportunities developed through client relationships, referrals and business development activities.

This is an ideal opportunity for an experienced insurance professional who enjoys relationship management and wants the opportunity to participate in the revenue growth of the business.

How You'll Make an Impact

• Manage a portfolio of yacht and marine insurance accounts, serving as a primary point of contact for clients.
• Develop and maintain strong, long-term relationships with yacht owners, captains, brokers and other key stakeholders.
• Manage the full account lifecycle, including renewals, endorsements, policy changes and coverage reviews.
• Proactively identify changes in client circumstances and recommend appropriate coverage solutions.
• Work closely with insurance carriers and internal teams to obtain competitive coverage and resolve client needs.
• Review policies and coverage with clients to ensure their insurance program appropriately addresses their risks.
• Identify opportunities to expand existing client relationships through additional coverage and products.
• Develop new business opportunities through referrals, existing relationships, networking and other business development activities.
• Build relationships with yacht brokers, marine professionals, wealth advisors, marinas and other referral partners.
• Prepare and present insurance proposals and recommendations to prospective clients.
• Negotiate coverage, terms and pricing with carriers as appropriate.
• Maintain accurate client and opportunity information within the agency's systems and CRM.
• Participate in relevant industry events, networking opportunities and client meetings throughout Florida.

What You Bring

• 3+ years of experience in insurance account management, account executive, producer or a similar client-facing role.
• Experience with yacht, marine, personal lines or high-net-worth insurance strongly preferred.
• Strong understanding of insurance products, coverage structures and the account management process.
• Proven ability to build and maintain trusted client relationships.
• Strong communication, presentation and negotiation skills.
• Ability to manage multiple accounts and priorities in a fast-paced environment.
• Strong attention to detail and commitment to delivering an exceptional client experience.
• Entrepreneurial mindset and interest in developing new business opportunities.
• Active insurance license(s) appropriate for the role and Florida market, or ability to obtain required licensing.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.