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Account Executive Team Lead

1 month ago

Plano, United States AssuredPartners Full time
Job DescriptionJob Description

Leading Insurance Company, AssuredPartners, is seeking an Account Executive Team Lead to add to their mid-market Commercial Lines team

  • Salary: Competitive salary with bonus potential plus full benefits
  • Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074. Hybrid schedule of 3+ days in-office.
  • Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time exempt)
  • Job Level: Commercial Lines Account Executive (management)
  • Our Awesome Benefits:
    • Generous Paid-Time Off including 15 PTO/vacation days annually starting, plus 10 paid holidays and 5 paid sick days
    • 401K + employer match
    • Medical, Dental, and Vision Insurance with HSA and FSA options
    • Pet Insurance
    • Fitness Center Discounts
    • Employer-paid life insurance and disability
    • Voluntary benefits (such as critical illness and accident insurance)
    • Travel reimbursement
    • Tuition Reimbursement
    • Employee Referral Program
    • Opportunities for growth and promotion up to leadership level
    • And so much more

Account Executive Team Lead - Commercial Lines Insurance Role Summary:

The Team Lead provides a high level of support to team members who include Account Executives, Account Managers and Account Coordinators. The Team Lead maintains an assigned book of business as required and serves as representative of team to Management. This role requires a significant degree of independent judgment and discretion.


Account Executive Team Lead - Commercial Lines Insurance Responsibilities:

  • Manage a Book of Business
    • Marketing
    • Proposals and Presentations
    • Client Requests
    • Contract Review
    • Product Expertise
    • Cross-Selling
    • Account Strategy
    • Participate in Claims Reviews
    • Mid-Year Client Strategy Meetings
  • Business Development
    • Assist Producers on Prospective Opportunities including meetings, strategy and qualification
    • New Business Marketing strategy
    • Assign account team (AE and AM)
    • Presentations and RFPs
  • Service Team Leadership
    • Direct coaching and managing Commercial Account Executives
    • Identifying opportunities for development in team members
    • Provide performance evaluations and accountability for goals
    • Hold team accountable to service timelines, quality control standards and procedures
  • Market Relationships
    • Point Person for Carriers, Wholesalers and Intermediaries
    • Provide Markets with strategic intel on book of business
    • Arrange marketing visits, discuss growth strategy, review numbers, set goals and hold markets accountable to RSC standards
    • Develop relationships with management
    • Local point person for partner
  • Community Visibility and Industry Leadership
  • Request Reports for Review and Analysis

Account Executive Team Lead - Commercial Lines Insurance Requirements:

  • 2+ years of experience in a supervisory/managerial role
  • 7+ years of experience in commercial property and casualty insurance with 5+ years of experience of independently managing a book at an insurance agency
  • Property & Casualty license required
  • Strong technical skills and understanding of insurance underwriting and coverage
  • Comfortable using Agency Management systems; experience with EPIC a strong plus
  • Demonstrated ability to organize and lead service teams
  • Strong organizational and communication skills
  • Advanced user of MS Excel and other Microsoft products
  • Industry designations a plus

Other titles considered for this role: Account Executive, Client Manager - Commercial Lines, Commercial Lines Team Leader, Commercial Lines Department Manager

About AssuredPartners:

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

  • Inc. Magazine's Best-Led Companies
  • Named a "5-Star Brokerage" by Insurance Business Magazine
  • Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies

EEOC Statement
AssuredPartners is 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. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger