Private Client Account Executive

Position Overview

The Private Client Account Executive is a full‑time FLSA Exempt role responsible for managing client insurance programs. The role involves processing necessary documentation, maintaining and enhancing client relationships, coordinating with carriers and internal teams, and ensuring excellence in client service through technical expertise and teamwork.

Key Responsibilities

• Process documents necessary to maintain the Client Insurance Program utilizing the agency management system.
• Act as the primary contact with the Producer and/or Client, and manage new business placement and cross selling as needed.
• Initiate correspondence with the marketplace and function as the primary contact with companies to ensure proper processing of requests.
• Maintain positive client relationships, analyze situations, and provide proactive solutions.
• Prepare and obtain pre‑renewal updates, create Acord applications (including Supplementals), and utilize carrier websites or Silverplume for pricing policies.
• Prepare proposals or summaries for renewal terms, issue Acord Insurance Binders, initiate premium payment requests, and prepare policies for client delivery.
• Identify and resolve accounting discrepancies, create coverage change requests, manage accounts receivables and direct billing regarding cancellations.
• Process daily mail and phone requests, prepare renewal documents (insurance proposals, binders, evidences), and adhere to document retention guidelines.
• Review all insurance policies thoroughly and provide guidance to junior team members when required.
• Consult with clients to ensure their insurance needs are met effectively.
• Delegate tasks to the Account Manager and outsourcing teams as appropriate, ensuring completion and quality of work.
• Mentor and provide direction to the Account Manager, while maintaining strong carrier and broker relationships.
• Negotiate with carriers on cost and program design, and coordinate client meetings (including mid‑year and renewal meetings) with appropriate preparation.
• Analyze insurance quotes, interpret contract requirements for certificates, and communicate effectively with carriers and clients.
• Conduct client-facing meetings (in‑house or offsite) and become proficient in premium analysis software.
• Stay up to date on carrier plans, utilize online rating programs, and maintain detailed knowledge of policy forms and endorsements.
• Design insurance programs based on client needs and use the agency management system to monitor key activities and address coverage gaps.

Required Qualifications

• Licensed as a Texas P&C Agent.
• Ability to multi‑task, prioritize work, and address client needs both during and beyond scheduled hours.
• Proficient in Microsoft Word, Excel, and current internet technologies.
• Strong analytical, problem‑solving, and client service skills with excellent interpersonal abilities.
• Capable of interacting, supporting, collaborating with, and directing employees across various levels.
• Ability to speak professionally and comfortably in front of others, and willingness to travel as necessary.

Preferred Qualifications

• Education: Bachelor’s Degree (preferred)
• Experience Required: 5‑7 years of Private Client Account Executive experience (or 15 years as an Account Executive if relevant insurance designations are not held)
• Relevant insurance designations are a plus.
• Experience in client‑facing roles such as delivering new business and renewal presentations, strategy meetings, and claims reviews.

Benefits & Perks

• Competitive salaries and comprehensive benefits, including health and welfare plans, tuition assistance, 401K, employee assistance programs, career mobility opportunities, employee network groups, and volunteer opportunities.
• Access to additional programs and initiatives that foster professional development and a diverse, inclusive work environment.