Commercial Lines Insurance Account Executive
2 weeks ago
Position Summary
The John A Barclay Agency Inc is seeking a dedicated and skilled individual to fill the role of a Property & Casualty Commercial Lines Account Executive. This position is essential for managing and expanding a diverse portfolio of accounts. A strong emphasis is placed on relationship management, making it crucial for candidates to possess the ability to foster and maintain connections with clients, insurance carriers, and fellow team members. We provide a flexible work environment, competitive compensation, and a comprehensive benefits package.
Key Responsibilities
- Assist clients in identifying and addressing their specific commercial insurance needs.
- Handle client inquiries, oversee policy renewals, process endorsements, issue insurance certificates, and support audit processes.
- Maximize client retention through effective relationship management.
- Provide quotes for new business opportunities.
- Maintain thorough documentation of all interactions and tasks.
Qualifications and Skills
- A minimum of three years of experience in a Property and Casualty Commercial Lines Account Management role.
- Possession of a valid Texas Property and Casualty License.
- Proficiency in Applied TAM or comparable software.
- Strong communication and interpersonal abilities.
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