Commercial Lines Account Executive

AssuredPartners Central States
Plano TX / Remote
22 days ago

Job Description

The time for change is now! As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

AssuredPartners of Texas is seeking their next, Property & Casualty licensed, Account Executive for our Commercial Lines Department in Plano, TX!

This role will be supporting a generalist book of clients. This role will provide strategic and risk management advice.

The position requires independent judgment, a high level of expertise and advanced skill in developing client strategies, including industry forecasting, carrier and industry relationship management, and advanced client retention strategies. The Account Executive is able to effectively partner with Producers to drive new business.

Why This Role:

  • Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
  • Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
  • Opportunity for upward mobility and advancement opportunities across AssuredPartners!

What You'll Do:

Client Support

  • Lead meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and act as main client contact for book of business.
  • Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.

Account Management

  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.

Insurance Expertise

  • Manage and develop strong personal relationships with appropriate insurance carrier personnel.
  • Skilled at forecasting industry trends to predict needed changes in client strategies.
  • Review changes in carrier offerings and policies and relay information to the larger service team.

Leadership

  • Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
  • Facilitate and collaborate with account team on the agency’s renewal strategy.

Client Strategy

  • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
  • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.
  • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
  • Other duties as assigned.
  • Some travel may be required.

What's in it for you?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan – 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts

What You'll Need:

  • 6+ years of related experience and/or training preferred, or demonstrated skills listed below.
  • Current Property and Casualty license required.
  • Comprehensive knowledge of available commercial lines coverages based on business classification, as well as informed on industry trends and client retention strategies.
  • Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
  • Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
  • Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
  • Skilled in use of agency management software with the ability to quickly learn new systems and processes.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance
  • Work from home

Experience:

  • Commercial Lines Account Management: 4 years (Preferred)

License/Certification:

  • Property & Casualty License (Required)

Work Location: Hybrid remote in Plano, TX 75074

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