Commercial Account Executive
Core
Manage complex commercial client insurance programs, including documentation, renewals, and coverage design.
Role type
Senior IC commercial account executive
Builds
Insurance policies, proposals, and client service programs
Domain
Insurance / Commercial Lines
Required skills
Commercial insurance program management, Acord application creation, COPE spreadsheet management, Loss summary preparation, Proposal and binder preparation, Policy audit processing, Accounting discrepancy resolution, Coverage gap identification, Premium analysis, Carrier communication, Agency management system usage
Preferred skills
Texas P&C Agent license, Bachelor's Degree, 5+ years midmarket commercial account manager experience, CIC and CRM certifications, Multi-tasking and prioritization, Proactive work style, Commercial lines insurance knowledge, Client relationship management
Technologies
Acord, Agency management systems, Premium analysis software, Carrier rating programs, Microsoft Word, Excel
Responsibilities
Manage client insurance programs and documentation, Initiate correspondence with the marketplace and vendors, Create Acord applications and renewal documents, Process policy audits and monthly reports, Identify and resolve accounting discrepancies, Design insurance programs based on client needs, Delegate tasks to account managers and outsourcing teams, Analyze insurance quotes and interpret contract requirements
Seniority
Senior, hands-on IC