Account Executive

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

📋 Description

• Acquire, sustain, service, market, and expand the company’s insurance portfolio.

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

• Manage client relationships, including administration, marketing, customer service, and accounts receivable.

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

• Handle middle-market commercial lines accounts effectively.

• Prepare submissions for new and renewal accounts and present proposals to clients.

• Supervise quality control and compliance initiatives.

• Draft change requests and initiate new account files.

• Invoice agency-bill transactions and assist with collections processes.

• Resolve disputes arising from audits and manage cancellations.

• Develop and execute marketing strategies for upcoming policy expirations.

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

• Assess exposures and risks, select suitable markets, obtain and negotiate quotes, and interpret coverage details.

• Suggest additional coverage based on the specific needs of clients.

• Delegate tasks to administrative assistants as necessary.

• Oversee account activity, receivables, renewals, and expirations efficiently.

• Act as a liaison between carriers and clients regarding complaints, claims, and grievances.

• Manage Exclusive Office Program policies in real-time.

• Address inquiries from the management team and implement corrective actions.

• Mitigate potential Errors & Omissions exposure through quality reviews and necessary adjustments.

• Provide management with account activity status updates by the next business day when requested.

• Notify team members and executives about incidents that require intervention.

• Maintain comprehensive documentation of client activities in AMS360 or Epic.

• Prioritize workload effectively and minimize backlog.

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

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

⛳️ Requirements

• A minimum of 10 years’ experience managing mid-to-large commercial lines accounts.

• High school diploma or equivalent is required.

• An active DOI P&C License is necessary.

• Familiarity with AMS360 or Epic system, or a similar agency management system.

• Knowledge of commercial insurance and related products.

• Candidates must reside within the Central Time Zone.

• Must comply with applicable state insurance licensing requirements.

• Must not have been disqualified or barred from licensure.

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

• Capability to prepare submissions, market accounts, and present proposals effectively.

• Understanding of regulatory standards and company policies.

• Ability to review audits, policies, and endorsements.

• Proficiency in managing commercial insurance accounts, renewals, cancellations, receivables, and relationships with carriers.

• Ability to maintain detailed documentation in AMS360 or Epic.

• Willingness to participate in continuing education, seminars, and training sessions.

🏝️ Benefits

• Comprehensive benefits package.

• Generous paid time off along with holiday pay.

• Support for continued education.

• Company-sponsored wellness initiatives.

• Stress management programs available.

• Opportunities for community involvement.

• Employee wellness support offered.

• Career advancement opportunities available.