Commercial Lines Account Executive

Independent Insurance Agents of Texas (IIAT)

Commercial Lines Account Executive responsible for servicing insurance accounts and preparing proposals. Overseeing renewals and maintaining client relationships in a hybrid work environment.

Posted 4/17/2026full-timeAlabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee the monthly renewal lists for all accounts assigned
Contact clients 60 days prior to policy expiration date to complete a Renewal Phone Survey
Determine if accounts need to be remarketed with another insurance company
Complete formal proposals for all renewals
Maintain the management system file for each client
Assist in writing new business as needed
Complete building cost evaluations
Review and process incoming mail daily
Assist clients with phone calls and respond to messages in a timely manner
Act as a liaison between the insurance company claims adjuster and clients
Update all policy information in the management system daily
Invoice clients for all agency bill policies
Negotiate with insurance company underwriters
Check policies for accuracy and send out to clients
Issue certificates or ID cards as needed
Keep suspense file on all transactions for each client

Requirements

What you’ll need

Minimum 5 years commercial lines experience in an insurance agency
Knowledge in all lines of commercial insurance coverages
Current TDI General Lines Agent Property & Casualty insurance license
Strong communication, organizational and “people” skills
Computer literate including strong skills in MS Word and Excel
Good writing skills
Attention to detail and ability to prioritize urgency of work on a file
Experience on Applied Epic (preferred) or similar agency management software
Must have online rating experience with standard insurance companies

Benefits

Comp & perks

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

commercial lines experienceinsurance coveragesbuilding cost evaluationspolicy accuracy checkinginvoicingnegotiation with underwritersonline rating experience

Soft Skills

communication skillsorganizational skillsinterpersonal skillswriting skillsattention to detailability to prioritize

Certifications

TDI General Lines Agent Property & Casualty insurance license