Commercial Lines Account Executive
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • United States
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About the role
- Manage and service medium to large commercial accounts, typically generating over $10,000 in revenue
- Conduct client meetings and presentations as needed to maintain strong relationships and ensure satisfaction
- Lead marketing efforts for approximately 30% of the book of business, including negotiating and securing competitive quotes
- Act as a liaison between producers and clients by gathering exposure and operational updates, processing renewal applications, and coordinating necessary documentation
- Oversee the renewal process by obtaining quotes and claims history from carriers, either directly or through team collaboration
- Execute the Renewal/Marketing workflow independently or in partnership with the Marketing Team
- Collect and process signed documentation, including applications, supplemental forms, and non-admitted carrier requests
- Collaborating with producers to implement new business strategies and onboarding
- Respond to Requests for Proposals (RFPs) with timely and accurate submissions
- Prepare and finalize Insurance Coverage Reviews, ensuring delivery to clients with appropriate correspondence
- Manage a broad portfolio of commercial insurance products, providing expert guidance and support
- Research and respond promptly to client inquiries, delivering high-quality service and solutions
- Coordinate carrier services such as claim reviews, loss control visits, and premium allocations
- May serve as the sole producer for select accounts within the assigned portfolio
- Participate in all departmental service meetings to stay aligned with team goals and updates
- Perform additional duties or special projects as assigned
Requirements
- P&C Licensed
- Complete CIC or AAI Designation
- High school diploma or equivalent
- Associate or bachelor’s degree in a business or finance-related discipline preferred
- 8+ years of insurance experience preferred
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Professional office environment experience
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance experiencerenewal process managementclient relationship managementnegotiationRFP response preparationinsurance coverage reviewportfolio managementdocumentation processingbusiness strategy implementationclaims history analysis
Soft Skills
communicationcollaborationcustomer serviceconfidentialitypresentation skillsproblem-solvingorganizational skillsleadershipinterpersonal skillsattention to detail
Certifications
P&C LicenseCIC DesignationAAI Designationhigh school diplomaassociate degreebachelor's degree