Commercial Lines Account Executive

3 days ago


San Antonio, Texas, United States Independent Insurance Agents of Texas (IIAT) Full time
Job Title: Commercial Lines Account Executive

We are seeking a highly skilled Commercial Lines Account Executive to join our team at Crandall & Associates. As a key member of our team, you will be responsible for overseeing an assigned book of business, ensuring that each account is properly serviced throughout the year, and preparing and presenting proposals and policies for renewal to clients in a timely fashion.

Key Responsibilities:
  • Oversee monthly renewal lists for all assigned accounts and contact clients 60 days prior to policy expiration date to complete a Renewal Phone Survey.
  • Determine if accounts need to be remarketed with another insurance company due to policy limits, premium increases, or changes in business operations, and remarket as needed.
  • Complete formal proposals, including recommendations for additional coverage, for all renewals, and review with supervisor before sending to clients.
  • Maintain management system files for each client and assist in writing new business as needed.
  • Complete building cost evaluations, review incoming mail daily, and process as needed in a timely manner.
  • Assist clients with phone calls, respond to voicemail messages and emails, and act as a liaison between insurance company claims adjusters and clients as needed.
  • Update policy information in the management system daily and invoice clients for agency bill policies.
  • Negotiate with insurance company underwriters to obtain best possible pricing and check policies for accuracy before sending to clients.
  • Issue certificates or ID cards as needed and keep suspense files on all transactions for each client.
Requirements:
  • Minimum 5 years commercial lines experience in an insurance agency with knowledge of all lines of commercial insurance coverages.
  • Current TDI General Lines Agent Property & Casualty insurance license.
  • Strong communication, organizational, and people skills, with computer literacy and proficiency in MS Word and Excel.
  • Attention to detail and ability to prioritize urgency of work on a file.
  • Experience with Applied Epic or similar agency management software and online rating experience with standard insurance companies.
What We Offer:
  • Flexible work-from-home options.
  • Competitive salary based on experience.
  • Opportunity to work with a reputable insurance agency and contribute to the success of our clients.


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