Account Executive

This is a fully remote position, open to applicants in Texas.

📋 Description

• Acquire, sustain, service, promote, and expand the company's insurance portfolio.

• Assist clients in securing or renewing competitive and suitable insurance coverage.

• Manage client relationships encompassing administration, marketing, customer service, and receivables.

• Oversee carrier appointments, audits, memos, and updates.

• Handle middle-market commercial lines accounts.

• Prepare submissions for both new and renewal business.

• Market accounts and develop and deliver proposals, including on-site meetings when necessary.

• Supervise quality control and compliance responsibilities.

• Prepare change requests and review audits, policies, and endorsements for precision.

• Create account files within the agency management system.

• Invoice accounts and assist with collections efforts.

• Address carrier audit disputes.

• Formulate and execute marketing strategies for upcoming expirations.

• Manage account cancellations and mediate associated issues or disputes.

• Process requests for ID cards, evidence of property, certificates of insurance, binders, policies, and related documents.

• Assess account exposure and risk, selecting appropriate carriers and markets.

• Obtain quotes, negotiate coverage terms, and clarify coverage for clients.

• Evaluate and recommend additional coverage based on the needs of clients.

• Delegate tasks to administrative assistants.

• Keep team members updated on account activities.

• Oversee receivables, renewals, and expirations.

• Act as a liaison with carriers and clients concerning complaints, claims, and grievances.

• Manage Exclusive Office Program policies in real-time.

• Respond to management team inquiries and implement corrective measures.

• Maintain documentation in AMS360 or Epic.

• Engage in special projects and the development of policies/procedures.

• Stay informed on rates, forms, and coverage changes through ongoing education.

• Participate in seminars and classes for continuous professional development.

⛳️ Requirements

• At least 10 years of experience managing mid-to-large commercial lines accounts.

• High school diploma or equivalent is mandatory.

• Active DOI P&C License is required.

• Familiarity with AMS360 OR Epic system or a comparable agency management system.

• Strong understanding of commercial insurance and related products.

• Candidates must reside in the Central Time Zone.

• Must comply with state insurance licensing requirements.

• Must not have been disqualified or barred from licensure.

• Must not be prohibited from conducting insurance business under Title 18 U.S. Code, §§1033 and 1034.

🏝️ Benefits

• Comprehensive benefits package.

• Generous paid time off.

• Holiday compensation.

• Support for continued education.

• Wellness programs sponsored by the company.

• Stress management initiatives.

• Opportunities for community involvement.

• Career advancement opportunities.