Commercial Ins.- Account Exec.

Richardson, TX

Posted: 04/05/2023 Industry: Job Number: 11857

Job Description

Our client in Richardson, TX is hiring for a Commercial Insurance Account Executive.  This position is  in office 5 days a week.
  • Manage accounts of $500, 000+ in aggregate annual revenue.
  • Be a self-starter and take ownership of your client relationships.
  • Prioritize service to clients and colleagues by being honest, timely, and accurate.
  • Ability to analyze and communicate client's risk to client and colleagues.
  • Communicate important client matters to their manager providing a clear outline of the issues paired with a thoughtful solution.
  • Consistently provides organized and error-free renewal comparisons/summaries/new business proposals/presentations and other work products to clients/colleagues.
  • Gather the information for the renewal of designated accounts sixty to ninety days prior to renewal.
  • Manage new business and renewal quote process and keep the client informed of any delays.
  • Receive phone calls and office visits from clients requesting quotes or changes/explanations to existing coverage.
  • Prepare proposals for new and existing clients.
  • Ability to communicate with colleagues and clients regarding renewal strategy to ensure higher retention and/or negotiate higher commission.
  • Manage submissions to insurers, including application preparation.
  • Service clients by processing policy changes, handling billing issues, and providing information for audits.
  • Process requests for certificates of insurance and promptly return them to the client.
  • Bind policies.
  • Prepare premium finance agreements.
  • Proficient use of rating systems, Resource Pro, DocuSign, RightSignature/ShareFile.
  • Make periodic service calls for designated accounts.
  • Perform special projects at the request of clients or management.
  • Review incoming mail and assign to Analysts to handle.
  • Thorough understanding of insurance products and services.
  • Excellent written and verbal skills to effectively communicate with colleagues, clients, and insurers to give and receive accurate information.
  • Proficiency of Microsoft products - Word, Excel, Outlook, and PowerPoint.
  • Perform other responsibilities and duties when needed.


Education, licenses, and certifications

A resident Property and Casualty Insurance Broker license

Bachelor’ s degree required (associate degree and significant industry experience will be considered in lieu of a bachelor’ s degree)

5 years or more of relevant industry experience is required.

Meet Your Recruiter

Sheila Laye

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