Account Executive - Commercial Lines

Relation Insurance•Dallas, TX

9d•$54,000 - $110,000

About The Position

The Account Executive manages and develops the overall strategy for insured accounts and non-insurance risk transfer techniques including placement of insurance policies. The Account Executive is responsible for providing accurate and responsive management on more complex accounts, while providing guidance and mentorship in a team environment. In addition, the Account Executive will build and maintain relationships with clients to encourage new and repeat business opportunities.

Requirements

A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals with CPCU and/or Certified Insurance Counselor (CIC) Designations.
High School Diploma or equivalent.
Minimum 7 years’ experience in the insurance industry with a focus on Commercial lines of coverage required.
In-depth understanding of all aspects of commercial lines of coverage.
In-depth knowledge and understanding of risk management and loss control.
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
Must be computer literate with the ability to learn new software applications, such as online agency management systems and carrier sites.
In-depth knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
Self-managed and responsible for project and time management.
Ability to work independently and as part of a team.

Nice To Haves

Four-year degree preferred.

Responsibilities

Serves as a client advocate and primary point of contact for assigned accounts, addressing questions, guiding on coverage changes, and educating on exclusions and exposures.
Achieves new business sales goals and client retention goals as assigned.
Develops professional relationships and understands clients’ core business.
Manages client expectations, service commitments, and anticipates client needs.
Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
Identifies commercial lines coverage deficiencies and consults to ensure full coverage.
Analyzes accounts based on risk characteristics and exposure.
Handles complex accounts and designs strategic insurance plans.
Acts as field underwriter, binding coverage as appropriate.
Remarkets renewals to ensure high account retention.
Prepares proposals, loss evaluations, and risk analyses for accurate quotations.
Educates clients on policy coverage and changes.
Assists with claims, facilitating prompt carrier responses.
Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed.
Proactively communicates significant audit discrepancies to clients and determines further action.
Reviews cancellation requests, determining reasons and attempts to retain client accounts while maintaining the company’s financial integrity.
Maintains and updates electronic files.
Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.
Recommends process improvements as needed.
Performs other projects, duties, and tasks, as assigned.

Benefits

Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.

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