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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.
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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
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
Certifications
Texas General Agent’s Licenseinsurance designation