Commercial Lines Account Executive

2 weeks ago

Plano, Texas, United States AssuredPartners Full time
Overview

AssuredPartners is seeking a highly skilled Commercial Lines Account Executive to join our team in Plano, TX. As a leading insurance broker, we're committed to delivering exceptional risk management solutions to our clients. In this role, you'll partner with our sales team and work independently to lead day-to-day management of current clients' insurance programs, focusing on Middle and Large Market.



This is an exciting opportunity to grow your career in the insurance industry with a dynamic and growing company. You'll have the chance to collaborate on sales opportunities, gain knowledge, and become an expert in your field. Our team is passionate about fueling our clients' innovation and growth, and we're looking for someone who shares our values.



Key Responsibilities
  • Client Support
    • Lead meetings with clients, including meetings at client locations.
    • Provide comprehensive client support and act as the main client contact for their book of business.
    • Effectively manage difficult client communications, including loss of coverage, claim denials, and other challenging renewal scenarios.

  • Account Management
    • Negotiate and sell lines of insurance to clients to round out their accounts as appropriate.
    • Own all audit, review, and claims processes for assigned books of business.
    • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.

  • Insurance Expertise
    • Develop and maintain strong personal relationships with insurance carrier personnel.
    • Fluent in the client's industry and current events that can modify the coverages needed.
    • Review changes in carrier offerings and policies and relay information to the larger service team.

  • Leadership
    • Mentor or formally direct the work of more junior team members, including Account Coordinators, Account Managers, and Senior Account Managers.
    • Facilitate and collaborate with the account team on the agency's renewal strategy.

  • Client Strategy
    • Provide clients with insurance coverage reviews and identify gaps in coverage.
    • Attend carrier functions to learn new coverage options and risk assessment strategies.
    • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.

  • Other duties as assigned.

What We Offer

We're proud to offer a comprehensive benefits package, including a competitive base salary, generous paid time off, health benefits, and a 401(k) plan with company match. We're committed to supporting your fitness and wellness goals, and we offer access to licensed therapists and pet benefits. Our Employee-led Resource Groups (ERGs) provide a voice for our diverse team members and foster a culture of inclusion and respect.



Join our team and be part of a dynamic and growing company that's passionate about making a difference in the lives of our clients and employees. We're excited to hear from you and learn more about your qualifications and experience.

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