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Commercial Insurance Executive

2 months ago

Plano, Texas, United States AssuredPartners Full time
Job Description

AssuredPartners, a leading insurance company, is seeking a highly skilled Commercial Lines Account Executive to join their team.

Key Responsibilities:

  • Client Acquisition and Retention:
    • Develop and implement insurance and risk management plans tailored to clients' needs
    • Meet with new prospects and clients to grow the book of business
    • Partner with producers to formulate insurance and risk management plans
  • Client Service and Support:
    • Conduct periodic coverage reviews and exposure analyses for clients
    • Maintain records according to Agency standards and processes
    • Oversee daily processes for the book of business, including renewal summaries and proposals
  • Team Collaboration and Communication:
    • Maintain proactive communication with clients, producers, and team members
    • Develop strong personal relationships with insurance carrier personnel
    • Communicate effectively with the team to ensure seamless service delivery

Requirements:

  • 4+ years of experience in an Account Executive role, with 2 years prior experience in an Account Manager role
  • Active TX State Property and Casualty Insurance license required
  • Experience with Insurance Agency Software (Applied Epic preferred)
  • High level of proficiency using online rating systems and maintaining underwriter relationships
  • Ability to travel locally as required

About AssuredPartners:

AssuredPartners is a rapidly growing independent company that values collaboration, respect, and trust. As a team member, you will have opportunities for professional and personal development, excellent benefits, and uncapped career growth.