Commercial Lines Account Executive

Higginbotham Insurance Agency Inc - Tyler, TX

Full-time - Senior

Tyler, TX

About the position

The Commercial Lines Account Executive is responsible for leading and mentoring Account Managers while managing their respective client groups. This role involves gathering client information, servicing clients, and setting expectations for work timelines. The Account Executive will design and implement insurance programs, maintain knowledge of industry developments, and provide technical support to team members. They will also handle client complaints and facilitate relationships with insurance carriers to meet client needs.

Responsibilities

• Plan, design, and implement appropriate insurance programs for clients according to agency guidelines.
• Maintain knowledge of new developments with carriers and Federal/State laws affecting clients' businesses.
• Consult, inform, and educate clients about coverage, exclusions, and exposures, documenting accordingly.
• Provide technical support to Producers, Account Managers, and Client Service Managers.
• Prepare necessary summaries of insurance, proposals, and applications, ensuring timely responses from clients and carriers.
• Remarket and renew policies by agency standards, following up with clients and producers as needed.
• Educate clients on audit procedures and loss control recommendations.
• Manage workflow to ensure efficient and accurate processing of transactions and responsibilities.
• Represent the agency in handling complaints and resolving grievances, maintaining positive relationships with clients and carriers.

Requirements

• 8+ years of Commercial Property & Casualty Insurance experience required.
• Active General Lines or Property & Casualty License required.
• Certified Insurance Counselor (CIC) or equivalent designation required.
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with Applied Epic or similar Account Management System (AMS) preferred.

Nice-to-haves

• Above average mathematical skills.
• Strong organization and time management skills with attention to detail.
• Exceptional verbal and written communication skills.
• Ability to work independently and as part of a team.

Benefits

• Health insurance
• 401k retirement plan
• Paid time off
• Professional development opportunities