Commercial Lines Insurance Sales Executive

4 days ago


Plano, Texas, United States AssuredPartners Full time
Job Description

**About AssuredPartners**

AssuredPartners is a leading independent insurance agency seeking a highly skilled Commercial Lines Account 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 grow the book of business through new sales or increased coverage limits.
    • Collaborate with other Agency departments to cross-sell new and existing clients.
  • Client Book Management and Retention:
    • Conduct regular coverage reviews and exposure analyses to ensure appropriate 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 accounting.
    • Manage account receivables and follow up on outstanding orders and correspondence.
  • 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.
    • Communicate effectively with the team and continue professional development through continuing education courses and workshops.

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.
  • Ability to travel locally as required.

About AssuredPartners:

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



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