Account Executive

Jefferson Bank • San Antonio, TX

35d • Hybrid

About The Position

The Account Executive is responsible for delivering exceptional service and strategic support for clients and producers. This role oversees account management, supports new business, and ensures accurate policy handling.

Requirements

• 3+ years of experience as an account executive at an insurance brokerage, with a book of business $1MM or greater
• Demonstrated ability to manage renewals and service accounts.
• Active Texas insurance license (Property & Casualty required; Life & Health a plus).
• Strong attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Clear communication and strong follow-through
• Operational discipline and process adherence
• Problem-solving mindset and proactive approach
• Systems proficiency and comfort working across multiple platforms
• Ability to cultivate long‑term client partnerships.
• Drives new opportunities through networking and market engagement.
• Identifies client risks and recommends appropriate solutions.
• Manages multiple accounts, deadlines, and follow‑ups effectively.
• Makes decisions aligned with agency values and compliance standards.
• Ability to sit, stand, and work at a computer for extended periods.
• Must maintain a valid driver’s license and acceptable driving record.

Nice To Haves

• Prior experience in commercial or personal lines insurance.
• Familiarity with Texas markets and regional business communities.
• Existing book of business or established referral network.
• Bilingual abilities (Spanish preferred).

Responsibilities

• Manage and service assigned book of business
• Provide high-level client support and communication with both clients and carriers
• Prepare submissions, proposals, and renewal documentation
• Review policies, endorsements, and audits for accuracy
• Coordinate with carriers and internal teams
• Identify cross-selling and growth opportunities
• Maintain compliance and minimize coverage gaps
• Report Claims to insurance companies and monitor progression of claims

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed