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Commercial Lines Account Executive
1 month ago
Leading Insurance Company, AssuredPartners, is seeking an Account Executive to add to their Commercial Lines team
Office Location: 2915 W Bitters Rd, Suite 312, San Antonio, TX 78248.
Work Hours: Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (3 days a week in-office).
Our Awesome Benefits/Perks:
- 401K + employer match
- Medical, Dental, and Vision Insurance with HSA and FSA options
- Pet Insurance
- Fitness Center Discounts
- Employer-paid life insurance and disability
- Voluntary benefits (such as critical illness and accident insurance)
- Travel reimbursement
- Tuition Reimbursement
- Employee Referral Program
- Opportunities for growth and promotion up to leadership level
- And so much more
Commercial Lines Account Executive Role Overview:
The Commercial Lines Account Executive will provide a high level of customer service to clients and sales support to the Production team for our construction book of clients. The Commercial Lines Account Executive position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals. You may also provide field service in support of Producer activities, including designing the proper insurance and risk management products.
Commercial Lines Account Executive Role Responsibilities:
- Client Book Growth:
- Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs
- Meet with new prospects and clients in person or virtually
- Grow the book of business by new sales or increased coverage limits on existing accounts
- Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients
- Client Book Management and Retention:
- Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation
- Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible.
- Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed
- Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations
- Reviews insurance and indemnification parts of contracts
- Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables
- Manage Client Renewal Process:
- Attend renewal review meetings with Producers and Team lead to prepare marketing strategies for upcoming renewals
- Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed.
- Uphold Strong Personal Relationships and Team Accountability:
- Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately
- Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options
- Communicate effectively with the team including Producers, Account Managers, Account Coordinators, or Analysts
- Continue professional development by attending continuing education courses, seminars, and workshops
Commercial Lines Account Executive Requirements:
- 3-5 years of commercial lines account management experience in a midsize brokerage
- Active TX State Property and Casualty Insurance license required; professional designations preferred
- Strong knowledge of commercial lines coverages, industry trends, and client retention strategies
- Excellent problem-solving and communication skills
- Demonstrated leadership in client support, mentoring, and advocacy
- Proficient in Microsoft Office and agency management software; experience with AMS 360 preferred
- Skilled in interpreting insurance documents and maintaining underwriter relationships
- Ability to adapt to changing demands and travel locally as needed
Candidates with experience in these roles are great fits for this job:
Senior Account Manager, Junior Account Executive, Account Manager
About AssuredPartners:
Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.
As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.
Inc. Magazine's Best-Led Companies
Named a "5-Star Brokerage" by Insurance Business Magazine
Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
