Account Executive Team Lead - Commercial Lines Insurance

AssuredPartners - Plano, TX

Full-time - Manager

Plano, TX

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Account Executive Team Lead at AssuredPartners plays a crucial role in supporting the mid-market Commercial Lines team. This position involves managing a book of business while leading and coaching a team of Account Executives, Account Managers, and Account Coordinators. The Team Lead serves as a representative of the team to management, requiring independent judgment and discretion in various tasks.

Responsibilities

• Manage a Book of Business
• Marketing
• Proposals and Presentations
• Client Requests
• Contract Review
• Product Expertise
• Cross-Selling
• Account Strategy
• Participate in Claims Reviews
• Mid-Year Client Strategy Meetings
• Business Development
• Assist Producers on Prospective Opportunities including meetings, strategy and qualification
• New Business Marketing strategy
• Assign account team (AE and AM)
• Presentations and RFPs
• Direct coaching and managing Commercial Account Executives
• Identifying opportunities for development in team members
• Provide performance evaluations and accountability for goals
• Hold team accountable to service timelines, quality control standards and procedures
• Point Person for Carriers, Wholesalers and Intermediaries
• Provide Markets with strategic intel on book of business
• Arrange marketing visits, discuss growth strategy, review numbers, set goals and hold markets accountable to RSC standards
• Develop relationships with management
• Local point person for partner
• Request Reports for Review and Analysis

Requirements

• 2+ years of experience in a supervisory/managerial role
• 7+ years of experience in commercial property and casualty insurance with 5+ years of experience of independently managing a book at an insurance agency
• Property & Casualty license required
• Strong technical skills and understanding of insurance underwriting and coverage
• Comfortable using Agency Management systems; experience with EPIC a strong plus
• Demonstrated ability to organize and lead service teams
• Strong organizational and communication skills
• Advanced user of MS Excel and other Microsoft products
• Industry designations a plus

Nice-to-haves

• Other titles considered for this role: Account Executive, Client Manager - Commercial Lines, Commercial Lines Team Leader, Commercial Lines Department Manager

Benefits

• Generous Paid-Time Off including 15 PTO/vacation days annually starting, plus 10 paid holidays and 5 paid sick days
• 401K + employer match
• Medical, Dental, and Vision Insurance with HSA and FSA options
• Pet Insurance
• Fitness Center Discounts
• Employer-paid life insurance and disability
• Voluntary benefits (such as critical illness and accident insurance)
• Travel reimbursement
• Tuition Reimbursement
• Employee Referral Program
• Opportunities for growth and promotion up to leadership level