Commercial Lines Account Executive

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Harrison Gray Search has partnered with one of the longest-standing agencies in Florida to help them find a Commercial Lines Account Executive. The agency is known for its personalized services, long-term client relationships, and community involvement.

Position:
Account Executive (Commercial Lines)

Reports To: Director of Commercial Lines Operations

Status: Exempt

Summary

The Account Executive serves as the primary contact for clients and carriers, delivering comprehensive insurance and risk management services with a focus on client retention and satisfaction.

Key Responsibilities

• Manage a book of business consisting of a variety of accounts from mid to large.
• Work with multiple producers on the largest book of business with our client.
• Handle daily account servicing, including policy changes, audits, certificates of insurance, and renewals.
• Prepare client proposals, invoices, and documentation using agency management systems and Microsoft Office.
• Develop a deep understanding of client businesses to provide coverage recommendations and identify account growth opportunities.
• Support producers with new business development, including marketing submissions.
• Build and maintain strong carrier relationships.
• Facilitate claims reporting and service, including loss-sensitive and captive programs.
• Ensure compliance with agency workflows and procedures.
• Participate in client and carrier meetings, both virtual and in-person.
• Captive experience is a plus.

Qualifications

• License: 220 FL General Lines Property & Casualty License (or equivalent).
• Experience: 3+ years of experience with mid to large commercial P&C clients.
• Technical Knowledge: Proficiency in AMS 360 and Image Right (preferred), and Microsoft Office. Familiarity with property research tools is a plus.
• Professional Designations: AAI, CIC, CRIS, or CPCU (preferred or in progress).

Core Competencies

• Client Service: Excellent communication and problem-solving skills to handle client needs effectively.
• Technical Proficiency: Strong knowledge of commercial insurance products and markets.
• Teamwork: Collaborative approach to working with colleagues and carriers.
• Adaptability: Ability to manage change and prioritize tasks efficiently.
• Offers competitive compensation packages with excellent health insurance coverage options.
• Provides a 401(k) with matching contributions and additional perks.
• Provides opportunities for internal growth and advancement within the organization.
• Committed to ongoing education and training to ensure employees stay current with industry trends.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function Management
• Industries Insurance

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Medical insurance

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