Commercial Lines Account Executive

Risk Strategies • Palm Beach Gardens, FL

1d

About The Position

The Account Executive is responsible for overseeing the day-to-day management of insurance placements for customer accounts. This role serves as the primary liaison between customers, insurance carriers, and internal service teams to ensure accurate coverage, timely execution, and a high‑quality customer experience while proactively identifying opportunities to enhance customer programs. The Account Executive partners closely with customers, internal service teams, and market partners to deliver solutions aligned with customer objectives and organizational standards.

Requirements

• Bachelor’s degree in Business Administration, Risk Management, Insurance, or a related field.
• Minimum 3–5 years of experience in Property & Casualty insurance account management or brokerage service, or customer advisory roles.
• Active FL Property & Casualty (P&C) license required
• Strong knowledge of commercial P&C insurance products, including Workers’ Compensation, and coverage forms.
• Experience managing multiple customer accounts and renewal timelines simultaneously.
• Proven ability to manage customer relationships and complex accounts.
• Proficiency with Microsoft Excel and Agency Management System (AMS) use.
• Excellent written, verbal, and presentation skills.

Nice To Haves

• Professional designations such as CIC, CRM, ARM, or CPCU.
• Experience managing middle-market to large, complex customer accounts.
• Experience directing account managers’ placement and renewal tasks.
• Prior experience working closely with producers or sales leadership.
• Familiarity with risk management and loss control concepts.
• Public Sector industry and insurance placement experience.
• Active Surplus Lines insurance license (or ability to obtain).

Responsibilities

• Serve as the primary point of contact for Property & Casualty customers’ insurance needs.
• Build and maintain strong, trusted customer relationships through proactive communication and strategic guidance.
• Lead customer meetings, coverage reviews, and renewal presentations.
• Ensure timely response to customer inquiries and resolution of insurance service issues.
• Oversee overall insurance strategy in alignment with customer goals, risk profile, and coverage needs.
• Identify and recommend coverage enhancements, carrier solutions, and appropriate markets.
• Monitor account activity to ensure service deliverables, timelines, and quality standards are met.
• Identify cross-sell and upsell opportunities in collaboration with consultants and sales teams.
• Direct the design, placement, and renewal of insurance programs in partnership with consultants.
• Manage the full renewal life cycle for P&C insurance programs, including timelines, budget projections, and carrier communications.
• Review and validate underwriting submissions and proposed coverage terms, conditions, endorsements, and policy documentation.
• Participate in negotiation of coverage terms with carriers and underwriters.
• Ensure insurance programs comply with contractual, regulatory, and customer-specific requirements.
• Coordinate with consultants, account managers, analytics, and claims teams to deliver integrated customer solutions.
• Provide guidance and oversight to account support staff to ensure consistency and quality of service.
• Act as an internal advocate for customers, escalating issues as necessary to ensure resolution.
• Ensure accurate and complete customer documentation, including policies, certificates, proposals, and reports.
• Review and approve customer-facing deliverables for accuracy and professionalism.
• Maintain compliance with internal procedures, documentation standards, and quality controls.

Benefits

• comprehensive risk management solutions
• insurance and reinsurance placement for property & casualty, employee benefits, private client services
• consulting services
• financial & wealth solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level