Commercial Account Executive

Role Overview

• Accurately review and monitor various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.
• May be involved in preparation of such documents for complex risks.
• Ensures documents reflect policy coverages as quoted, proposed and bound.
• Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
• Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
• Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Handle a diverse range of insurance products in the Commercial Lines arena
• Submit complete and accurate renewal information to the incumbent carrier(s)
• Prepare Insurance Coverage Review documents
• Bind coverage with the carrier(s) in accordance with the client’s instructions
• Responsible for the day-to-day account management of client accounts

Requirements

• Active Texas General Agent’s License
• Insurance designation, strongly preferred
• Strong technical knowledge of coverage in all commercial lines insurance coverage
• 5+ years generalist commercial insurance experience
• Proficient in Microsoft Office Suite
• AMS360 experience / ImageRight Teammate

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.