Account Executive

LIBERTY COMPANY INSURANCE BROKERS LLC • Houston, TX

12d • Remote

About The Position

The Liberty Company is seeking an Account Executive to join their team. This is a remote position for candidates located in the Central Time Zone. The company is described as a culture-first organization that values entrepreneurship, collaboration, and employee wellness. The Account Executive will be responsible for obtaining, maintaining, servicing, marketing, and growing the insurance business for the company's clients. This includes assisting clients with obtaining/renewing insurance coverage, managing client relationships, and managing carrier appointments. The role also involves overseeing quality control, compliance, and preparing submissions, proposals, and marketing strategies. The ideal candidate will be a cheerleader of best practices and avoidance of E&O exposures for the team, while also performing typical Account Executive duties. The company offers a competitive total compensation package, including comprehensive benefits, generous paid time off, holiday pay, continued education support, and company-sponsored wellness programs.

Requirements

• Minimum 10 years’ experience handling mid-to-large commercial lines accounts.
• High school diploma or equivalent is required.
• Active DOI P&C License required.
• Knowledge of AMS360 OR Epic system or similar agency management system.
• Knowledge of commercial insurance and products.

Nice To Haves

• College degree preferred.

Responsibilities

• Primarily responsible for middle market commercial lines accounts.
• 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.
• 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.
• Act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts.
• Attempt to resolve complaints, claims, and grievances related to assigned accounts.
• Manage Exclusive Office Program Policies – ensuring coverage is bound, cancelled, and/or altered with Carrier and in Agency Management System in real time.
• Manage Ongoing Management Team Inquiries with the ability to see through a provided a plan of correction to avoid the same error from repeating again.
• Service Company and clients in a manner to avoid potential exposure to E&O claims, including reviewing, identifying, and addressing any current or prior exposures within team’s book of business with management to address a course correction.
• Provide a status update to management on current and prior account activity no later than the next business day, upon request.
• Alert team members and Company executives of incidents that may require intervention.
• Be responsive to phone calls and e-mails.
• Be responsive to Company client requests (e.g. ID cards, certs, binders).
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 OR Epic.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with executives, senior management and other team members (departments/personnel) on special projects and on the formulation and implementation of Company policies and procedures, as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, seminars and other forms of continuing education.
• Participate in seminars and classes to continue development of qualifications, expertise and experience.

Benefits

• Comprehensive benefits
• Generous paid time off
• 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: Senior
• Education Level: High school or GED