Commercial Insurance Account Executive

Higginbotham•West Lake Hills, TX

1d•Hybrid

About The Position

The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks.

Requirements

8+ years of Commercial Property & Casualty Insurance experience required
Experience servicing large complex accounts is required
High School diploma required
Active General Lines or Property & Casualty License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Associate in Risk Management (ARM), or Chartered Property Casualty Underwriter (CPCU) designations are a plus but not required
Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable

Responsibilities

Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
Generating premium allocations for clients; advanced Microsoft Excel proficiency
Negotiating rate terms and conditions with Carriers on behalf of clients
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers
Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently
Demonstrates ability to present proposals to clients with or without assigned Producer
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs, and educates audit procedures to clients.
Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business
Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims