Commercial Sr. Account Executive

About the Role

Key Responsibilities

• Manage the Client Insurance Program using agency management systems, including documentation, policy review, and renewal processes.
• Act as the main point of contact with clients, vendors, and the marketplace to ensure proper processing of requests and maintain positive relationships.
• Prepare and create insurance applications, proposals, binders, certificates, and other documentation for client policies and renewals.
• Coordinate and participate in client meetings, including mid-year and renewal meetings, to discuss coverage, claims, and safety/loss control issues.
• Analyze insurance quotes, interpret policy requirements, and communicate with carriers and clients as needed.
• Manage accounts receivables, direct billing, and premium finance requests.
• Delegate tasks to Account Managers and outsourcing teams, ensuring completion and quality control.
• Build and maintain vendor relationships, negotiate with carriers, and assist in plan recommendations.
• Monitor and ensure compliance with documentation guidelines, policy audits, and quality checks.
• Support team development by mentoring and providing guidance to Account Executives and Managers.

Requirements

• Licensed Texas P&C Agent.
• Bachelor's Degree preferred.
• 5-7 years of Account Executive experience preferred, or 7-10 years of midmarket Commercial Account Executive experience.
• CIC, CRM, or CPCU designation required; if no designation, 10-15 years of experience as an Account Executive preferred.
• Proven ability to meet objectives through effective delegation and account management.
• Ability to multi-task, prioritize, and work beyond scheduled hours to meet client needs.
• Proficiency in Word, Excel, internet technologies, and premium analysis software.
• Strong problem-solving skills, confidentiality, diplomacy, and tactfulness in client service.
• Experience in client-facing roles, including presentations, strategy meetings, and claims reviews.
• Excellent communication skills and ability to interact professionally with clients and team members.
• Willingness to travel as needed.

Nice to Have

• Experience with agency management systems and carrier online rating programs.
• Knowledge of policy forms and endorsements.
• Experience in designing insurance programs based on client needs.

Qualifications

• Licensed Texas P&C Agent.

Benefits & Perks

• Competitive salaries and comprehensive benefits including health and welfare programs.
• Tuition assistance, 401K, employee assistance programs, career mobility, employee network groups, and volunteer opportunities.