Our client is a well-respected regional insurance agency that has been around for over fifty years. They are growing their practice in their office near Dallas and are looking for dynamic insurance professionals to join their team. They are currently looking for a Commercial Lines Account Executive to join their team and manage the daily service needs for an existing book of business. In this role you will be responsible for customer relationship cultivation by seeking and closing cross selling and account rounding opportunities, along with effectively educating clients regarding their insurance and business needs.
Commercial Lines Account Executive Responsibilities:
- Provide risk reduction plan oversight and rollout.
- Attend joint client and prospect calls with producers for new business presentations and gather data needed for submissions.
- Work with internal team to coordinate new business applications, review and proof of proposals, and capabilities presentations.
- Oversee and coordinate renewal timeframe with existing clients.
- Maintain and build relationships with carriers, including underwriters.
Commercial Lines Account Executive Requirements:
- Bachelors degree required, along with Property and Casualty state insurance license.
- Additional designations such as CIC, CPCU strongly preferred.
- Experience working with larger construction risk a huge plus.
- 8-10 years of management experience, preferably in a retail agency setting.
Please contact Scott
Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
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