Duncan Financial Group

Account Executive

• Manage an assigned book of business by proactively engaging with clients, addressing service inquiries, resolving issues, and maintaining a high level of retention and satisfaction.
• Coordinate and oversee the onboarding process for new clients by gathering accurate and complete client information, evaluating risk exposures, and working with internal teams and carriers to prepare quotes, proposals, and policy documents.
• Facilitate policy renewals by collecting updated client and carrier data, creating quotes and proposals, and ensuring timely and accurate Applied Epic system updates and documentation.
• Collaborate with internal lines of business to identify and pursue new business opportunities, providing sales support through service, education, and relationship building.
• Assist in preparing client-facing materials including claims reviews, renewal proposals, and new business presentations, and conduct client meetings to deliver insights and recommendations.
• Lead or support issue resolution by coordinating with internal departments and external carriers, escalating concerns to the department director when needed, and ensuring timely follow-up and communication with all involved parties.
• Maintain accurate records in the agency management system (Applied Epic) by entering new lines of business, updating renewals, and attaching documentation, emails, and activity logs.
• Support the administrative and operational functions of the department by attending meetings, implementing client contracts, and collaborating with the accounting, sales, and marketing teams.
• Contribute to the team by assisting colleagues during absences, maintaining a high standard of internal communication, and adhering to company systems, policies, and procedures.
• Continue personal development and industry knowledge by attending webinars, carrier training sessions, and other continuing education opportunities.
• Other duties as assigned.

Commercial Lines Account Executive