Senior Commercial Lines Account Executive - Assured Partners

Overview

AssuredPartners of Texas is seeking their next, Property & Casualty licensed, Senior Account Executive for our Commercial Lines Department in Plano, Texas! 

The Senior Account Executive acts as the Subject Matter Expert on client support, providing advanced client support to a large and critical book of business and guiding other account service professionals in their work. The position requires independent judgment, a high level of expertise and advanced skill in developing client strategies. In accordance with the seniority of the role, the Senior Account Executive possess advanced skills including industry forecasting, carrier and industry relationship management, and advanced client retention strategies. The Senior Account Executive is able to effectively partner with Producers to drive new business.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us! 

Why This Role: 

• Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field 
• Provide mentorship and leadership to other team members, contributing to the growth and development of books of business 
• Chance to grow and develop your sales and leadership skills  

What You'll Do

• Client Support
  • Lead meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and act as main client contact for book of business.
  • Effectively manage difficult client communications including loss of coverage, claimdenials, unfavorable underwriting and other challenging renewal scenarios.
• Account Management
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Insurance Expertise
  • Manage and develop strong personal relationships with appropriate insurance carrier personnel.
  • Skilled at forecasting industry trends to predict needed changes in client strategies.
  • Review changes in carrier offerings and policies and relay information to the larger service team.
• Leadership
  • Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
  • Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
  • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
  • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.
  • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.
• Some travel may be required.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    

What You'll Need

• 6+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Property and Casualty (P&C) license required; professional designations preferred
• Experience as primary contact providing comprehensive client support to a book of business
• SME-level knowledge of available commercial lines coverages based on business and industry; knowledgeable about vertical industry trends and client retention strategies.
• Skilled at facilitating meetings and delivering presentations to groups
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills
• Expert client support and client advocacy skills
• Demonstrated leadership through mentoring and guidance of more junior employees
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software;
• Skilled in use of agency management software; able to quickly learn new systems

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!