Join Our Talent Community! - Account Executive

LIBERTY COMPANY INSURANCE BROKERS LLC • Phoenix, AZ

3h • Remote

About The Position

The Liberty Company isn’t your traditional insurance organization—and we’re proud of that. Our culture-first approach has earned us multiple industry accolades, including being named a Top Insurance Employer for five consecutive years, repeated recognition on the Inc. 5000 fastest-growing companies list, and honors from Insurance Journal, Hale’s Report, and more — all testifying to the dynamic, people-centric environment we’ve built. Our award-winning culture is rooted in entrepreneurship, collaboration, and a genuine commitment to employee wellness. We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement. Here, your career growth and your well-being aren’t just priorities — they’re part of who we are. As we continue to grow, we’re always on the lookout to build a pipeline of experienced Account Executives located in either Pacific or Mountain Time Zones with expertise in Commercial Lines, Personal Lines, Employee Benefits, Wholesale, or other Specialty experience who are ready to elevate their careers by finding their HABU (highest and best use) with our organization. We look for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand. If you're ready for a change and don't see a good job match posted on our site, we'd still love to get acquainted with you anytime. Please apply if you are open to future opportunities! Position Summary: Account Executives use their experience, expertise, judgment and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company. As an Account Executive you will assist clients with obtaining/renewing insurance coverage on terms and at prices that are competitive and appropriate. You will assist in managing all aspects of relationships with clients, including administration, marketing, customer service, and receivables. In addition, you will also manage appointments with carriers, including assisting with audits, memos and updates.

Requirements

• Minimum 5 years’ experience handling commercial lines accounts.
• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active DOI P&C License required.
• Knowledge of AMS360 OR Epic system or similar agency management system.
• Located in Pacific or Mountain Time Zone.

Responsibilities

• Prepare submissions for Company accounts, including new/renewal business, market Company accounts as appropriate, and prepare and present proposals for Company accounts, including on-site meetings as appropriate.
• Oversee quality control and compliance duties to ensure adherence to regulatory standards and company policies.
• Prepare change requests for Company and Company accounts
• Review audits, policies and endorsements for accuracy.
• Initiate new account files in related agency management system.
• Invoice Company accounts (agency bill transactions)
• Assist Company and carriers with collections.
• Assist Company with carrier audits, including audit disputes.
• Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).
• Manage account cancellations as appropriate, including communicating with Company’s carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.
• Manage carrier memos and process updates.
• Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, policies and related documents.
• Evaluate Company accounts’ exposure and risk in determining appropriate markets for obtaining quotes.
• Use experience, expertise, judgment and discretion in selection of carriers for Company accounts.
• Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients.
• Evaluate and recommend additional coverage to Company clients based on client needs.
• Delegate assignments to administrative assistants, as appropriate.
• Manage Company accounts by, among other duties, keeping other team members fully informed of all important activities on Company accounts.
• Manage Company receivables, renewals/expirations, as appropriate.
• As appropriate, act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts. Using experience, expertise, judgment and discretion, attempt to resolve complaints, claims, and grievances related to assigned accounts.

Benefits

• competitive total compensation package
• comprehensive benefits
• generous paid time off and holiday pay
• continued education support
• company-sponsored programs designed to promote wellness, stress management, and community involvement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees