Account Executive, Commercial Insurance (Tampa)

Unison Risk Advisors•Tampa, FL

About The Position

The Account Executive is responsible for delivering exceptional service and operational support to Hatcher’s Property & Casualty (P&C) clients. Working in partnership with the broader service and producer team, this role serves as a trusted day-to-day resource by managing policy service, renewals, carrier relationships, and account administration while helping clients protect their businesses and assets. The Account Executive reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners.

Requirements

2+ years of experience in P&C account management, insurance, risk management, or financial services.
Active P&C Insurance license, or the ability to obtain licensure within a specified timeframe after hire.
Experience supporting commercial insurance clients across multiple lines of coverage.
Working knowledge of commercial insurance products, policy administration, renewals, endorsements, certificates of insurance, and claims processes.
Proficiency with Microsoft Excel, including formulas, and data organization
Strong written and verbal communication skills
Ability to work effectively both independently and as part of a team

Nice To Haves

Experience working with agency management systems such as Applied Epic, AMS360, or similar platforms.
Experience supporting middle-market or large commercial clients.
Insurance designations such as CISR, CIC, or CRM are a plus.

Responsibilities

Serve as the primary day-to-day contact for assigned Hatcher Property & Casualty clients.
Respond promptly and professionally to client inquiries and service requests.
Build and maintain strong relationships with clients, carrier partners, and internal team members.
Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution.
Identify opportunities to improve the client experience and communicate recommendations.
Escalate complex service issues to leadership when appropriate.
Maintain confidentiality of client information and business records.
Manage the day-to-day servicing of assigned commercial insurance accounts.
Process policy changes, endorsements, cancellations, reinstatements, and renewals.
Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation.
Review policies, endorsements, and carrier documents for accuracy and completeness.
Maintain accurate client records and documentation within the agency management system.
Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines.
Monitor outstanding items and follow through to completion.
Participate in internal renewal strategy meetings.
Work collaboratively with renewal preparation and marketing activities.
Review renewal proposals for accuracy and assist in preparing client presentation materials.
Coordinate implementation of new policies and carrier transitions.
Assist in identifying coverage gaps or additional risk management opportunities for existing clients.