Commercial Lines Account Executive

Position Overview

The Commercial Lines Account Executive is responsible for overseeing an assigned book of business to ensure that each account is properly serviced throughout the year and that proposals and policies for renewal are prepared for and presented to clients in a timely fashion. In this role, you will review coverage options with clients and make recommendations for additional coverage(s) to best insure their business.

Compensation: $65,000.00 - $80,000.00 per year. Flexible work from home options available.

Key Responsibilities

• Oversee the monthly renewal lists for all assigned accounts and contact clients 60 days prior to policy expiration to complete a Renewal Phone Survey.
• Determine if accounts need to be remarketed with another insurance company due to policy limits, premium increases, or a need for additional coverage(s) and remarket with other carriers as needed.
• Complete formal proposals, including recommendations for additional coverage not currently in place, for all renewals at least 30 days prior to policy expiration, with proposals reviewed with a supervisor before sending to the client.
• Maintain management system files for each client.
• Assist in writing new business as needed.
• Complete building cost evaluations to determine replacement cost.
• Review all incoming mail daily and process as needed in a timely manner.
• Assist clients with phone calls and respond to voicemails and emails promptly.
• Act as a liaison between the insurance company claims adjuster and clients in cases of claim disputes.
• Update all policy information in the management system on a daily basis.
• Invoice clients for all agency bill policies.
• Negotiate with insurance company underwriters to obtain the best possible pricing.
• Check policies for accuracy and send policies to clients.
• Issue certificates or ID cards as needed or requested by clients.
• Keep a suspense file on all transactions for each client and review daily until completed.
• Perform other duties as assigned.

Required Qualifications

• Minimum 5 years of commercial lines experience in an insurance agency with knowledge in all lines of commercial insurance coverages including property, general liability, workers compensation, umbrella, commercial auto, D&O, cyber, and professional liability.
• Current TDI General Lines Agent Property & Casualty insurance license.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in MS Word and Excel with good writing skills.
• Attention to detail with the ability to prioritize urgent work on client files.
• Experience with Applied Epic (preferred) or similar agency management software.
• Online rating experience with standard insurance companies and the ability to manage all aspects of a client file including renewals, endorsements, and claims.
• Salary: will be determined based on experience.

Benefits & Perks

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance