Commercial Lines Account Executive

Higginbotham • Houston, TX

13d • Hybrid

About The Position

Position Summary: 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. Supervisory Skills: None Essential Tasks: 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

Requirements

• 8+ years of Commercial Property & Casualty Insurance experience required
• Active General Lines or Property & Casualty License required
• Certified Insurance Counselor (CIC) or equivalent designation required
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

• Plans, designs and implements appropriate insurance programs for clients
• Maintains knowledge of new developments or changes with various carriers and new Federal/State laws
• Consults, informs and educates clients about coverage, exclusions and exposures
• Documents electronic filing accordingly
• Generating premium allocations for clients
• Negotiating rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers, 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
• 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
• Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims

Benefits

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

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