Commercial Sr. Account Executive II

Responsibilities

• Oversee and direct the Client Insurance Program for assigned accounts, utilizing agency management system, managing larger and more complex accounts than the Sr. Account Executive.
• Act as a primary point of contact with the Producer and initiate high-level conversations with accounts and vendors, with or without the Producer’s involvement.
• Function as a principal contact with vendors to ensure proper processing of requests necessary to maintain the client’s insurance program.
• Maintain positive client relationships, analyze situations, make proactive decisions, and direct appropriate resources as needed.
• Demonstrate strong consultative ability to instruct and guide clients, achieving a high level of trust.
• Manage upcoming deadlines and events, informing and updating the Producer as needed.
• Manage Accounts Receivables and Direct Billing with respect to Cancellations.
• Ensure the following tasks are accomplished (via delegation to Account Managers or external resources):
  • Create ACORD applications, including Supplementals, for submissions to Marketing Department and/or carriers.
  • Create and complete COPE spreadsheets as needed.
  • Prepare Loss Summaries and proposals for renewal terms.
  • Issue ACORD Insurance Binders for renewal terms.
  • Initiate Premium Finance Requests.
  • Prepare Schedules of Insurance for delivery to clients.
  • Prepare policies for delivery to clients.
  • Process Policy Audits and Monthly Reports.
  • Identify and resolve Accounting discrepancies.
  • Create requests for changes to client’s coverages.
  • Process mail and phone requests on a daily basis.
  • Prepare documents for renewal terms, including Insurance Proposals, ACORD Insurance Binders, and Certificates of Insurance.
  • Adhere to document retention software documentation guidelines.
  • Oversee quality check and control on insurance policies in their entirety.
  • Proactively make recommendations for additional products/services and expanding broker/consultant services to meet client needs.
• Function as a team member of the Client Services team to ensure superior service to all clients:
  • Delegate and manage tasks given to the Account Executive or Manager, as well as outsourcing teams.
  • Ensure tasks from both Account Team and outsourcing team are completed as directed.
  • Manage the performance of the Account Team to ensure tasks are performed as outlined in job descriptions.
  • Provide direction and guidance to other team members when appropriate.
  • Build a team culture toward meeting goals and providing excellent client service.
  • Direct and monitor usage and quality of outsourcing teams.
  • Mentor Account Managers and Account Executives, supporting their training and development.
  • Proactively build and maintain vendor relationships.
  • Negotiate with carriers on cost and program design using advanced techniques.
  • Provide consultation and plan recommendations for clients.
  • Coordinate, present, and attend client meetings, including a minimum of 12 visits per year (e.g., pre/post-renewal meetings, claims/safety/loss control meetings).
• Demonstrate technical expertise to assist in maintaining the Client Insurance Program:
  • Provide advanced analysis of insurance quotes and make recommendations.
  • Interpret Insurance Contract requirements for Certificates.
  • Effectively communicate with insurance carriers and clients.
  • Utilize premium analysis software and carrier online rating programs.
  • Maintain knowledge of policy forms and endorsements, explaining detailed coverage provisions to clients.
  • Design simple or complex insurance programs tailored to client needs.
  • Utilize agency management system to monitor predefined activities (e.g., policies past expiration, aged A/R, SIC codes).
  • Proactively identify and address coverage gaps with producers, carriers, and clients.
  • Serve as a subject matter expert and resource in areas of technical capability.

Requirements

• Texas P&C Agent License.
• Bachelor’s Degree preferred.
• (Internal) 5+ years of Sr. Account Executive experience preferred.
• (External) At least 10 years of Commercial Account Executive experience preferred.
• CIC & CRM, or CPCU designation required. If no designation, 15+ years of experience as an Account Executive preferred.
• Demonstrated ability to meet and exceed objectives through effective delegation and account management.
• Ability to multi-task and prioritize work.
• Willingness to work beyond scheduled hours to meet client needs.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and current internet technologies.
• Proactive work style with strong follow-up skills and ability to hold others accountable.
• Demonstrated ability to analyze and comprehend commercial lines of insurance.
• Ability to service clients effectively through problem-solving, confidentiality, diplomacy, and tact.
• Track record of interacting with clients to achieve mutually desired outcomes via routine contact (phone, email, meetings).
• Experience in client-facing roles (e.g., presenting new business/renewal proposals, strategy meetings, claims reviews).
• Ability to interact, support, collaborate with, and direct employees at all levels.
• Strong communication and influencing skills, including public speaking.
• Willingness to monitor and respond to emails/calls after hours and on weekends when necessary.
• Maintain a positive, professional attitude; treat clients, prospects, and employees with courtesy and respect.
• Ability to travel to meet client service needs.

Benefits

• Competitive salaries.
• Comprehensive benefits and programs, including health and welfare.
• Tuition assistance.
• 401K retirement plan.
• Employee assistance program.
• Career mobility opportunities.
• Employee network groups.
• Volunteer opportunities.