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Commercial Account Executive
Brown & Brown InsuranceCommercial Account Executive at Brown & Brown ensuring comprehensive client service and managing renewals. Joining a meritocratic culture in Plano, Texas, focused on insurance solutions.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
insurance document reviewpolicy coverage analysiscommission negotiationrenewal process managementinsurance product handlingaccount managementcommercial lines insurance knowledgedocument preparationclient service agreement managementclaims experience analysis
Soft Skills
discretionary judgementcollaborationcommunicationleadershiporganizational skillsnegotiationproblem-solvingresourcefulnessattention to detailclient liaison
Tools & Technologies
Microsoft Office SuiteAMS360ImageRight Teammate
Certifications & Qualifications
Texas General Agent’s Licenseinsurance designation
Industry Keywords
commercial insuranceMiddle Market accountsinsurance specificationsrenewal applicationsinsurance coverage reviewinsurance proposalsinsurance auditsinsurance endorsementsclient accountsservice profitability
About the role
Key responsibilities & impact- Accurately review and monitor various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.
- May be involved in preparation of such documents for complex risks.
- Ensures documents reflect policy coverages as quoted, proposed and bound.
- Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
- Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
- Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
- Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
- Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
- Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
- Handle a diverse range of insurance products in the Commercial Lines arena
- Submit complete and accurate renewal information to the incumbent carrier(s)
- Prepare Insurance Coverage Review documents
- Bind coverage with the carrier(s) in accordance with the client’s instructions
- Responsible for the day-to-day account management of client accounts
Requirements
What you’ll need- Active Texas General Agent’s License
- Insurance designation, strongly preferred
- Strong technical knowledge of coverage in all commercial lines insurance coverage
- 5+ years generalist commercial insurance experience
- Proficient in Microsoft Office Suite
- AMS360 experience / ImageRight Teammate
Benefits
Comp & perks- 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.