Commercial Lines Insurance Sales Executive
4 days ago
**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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