Commercial Lines Insurance Sales Professional

2 days ago


Plano, Texas, United States AssuredPartners Full time
Job Title: Commercial Lines Insurance Sales Executive

AssuredPartners is seeking a highly skilled Commercial Lines Insurance Sales Executive to join their team. As a key member of the Commercial Lines team, you will be responsible for providing exceptional customer service to clients and sales support to the Production team.

Key Responsibilities:
  • Client Book Growth:
    • Partner with producers to develop tailored insurance and risk management plans for clients
    • Meet with new prospects and clients to discuss their insurance needs
    • Grow the book of business by new sales or increased coverage limits on existing accounts
  • Client Book Management and Retention:
    • Conduct regular coverage reviews and exposure analyses to ensure optimal program design and implementation
    • Maintain accurate records and ensure information is properly documented and accessible
    • Oversee daily processes for the book of business, including renewal summaries, proposals, and policy checking
  • 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, marketing accounts to insurance carriers and brokers as needed
  • Uphold Strong Personal Relationships and Team Accountability:
    • Maintain proactive communication with clients, producers, and team members
    • Develop strong personal relationships with insurance carrier personnel and become familiar with carrier product options

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, maintaining underwriter relationships, and experience working with wholesale brokers

About AssuredPartners:

AssuredPartners is a leading independent insurance agency, committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. Join our team and experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust.



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