Leading P&C Insurance Brokerage, AssuredPartners, is seeking a Commercial Lines Account Executive (Senior Account Manager)!

Salary: Competitive salary and full benefits (health, dental, vision, 401k, PTO, and more)

Office Location: Hybrid opportunity (3+ days in-office) at 840 Gessner Rd, Houston, TX 77024

Work Hours: Monday through Friday 7:30 AM to 9:00 AM flex start time (37.5 hour work week)

Our Awesome Benefits:

• Generous Paid-Time Off including 15 days starting, plus 10 paid holidays and 5 paid sick days
• 401(k) + employer match
• Medical, Dental, and Vision Insurance with HSA and FSA options
• Pet Insurance
• Fitness Center Discounts
• Employer-paid life insurance and disability
• Voluntary benefits (such as critical illness and accident insurance)
• Travel reimbursement
• Tuition Reimbursement
• Employee Referral Program
• Opportunities for growth and promotion up to leadership level
• And so much more!

Commercial Lines Account Executive/Sr. Account Manager Role:

As a Commercial Lines Account Executive, you will provide a high level of customer service to clients and sales support to the Production team. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Senior Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals. You may also provide field service in support of Producer activities.

Your responsibilities will include a high level of customer service to new and existing clients including responding to service requests promptly and directly. As a Senior Account Manager, you will work with the Producer to design and recommend proper insurance and risk management programs to obtain new and retain existing clients. You should have superior product knowledge and be familiar with the specific products offered by carriers, brokers, and specialty markets to facilitate the marketing process.

Commercial Lines Account Executive/Sr. Account Manager Responsibilities:

• Client Book Growth:
  • Partner with producers to formulate a service plan that is tailor-made for clients’ needs by meeting with new prospects and clients in person or virtually. Design insurance and risk management plans for prospects and clients as assigned and directed by Agency management.
  • Grow book of business by sales of new or increased limits of lines of coverage on existing accounts
• Client Book Management and Retention:
  • Conduct periodic coverage reviews and exposure analysis for clients to ensure appropriate program design and implementation
  • Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly documented and readily accessible. Process or oversee daily processes for book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed.
  • Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, renewal expirations and follow up promptly on these items
  • Reviews insurance and indemnification parts of contracts
  • Manage the accounts receivable on the book of business to assure timely collection of premiums, reconcile accounting discrepancies, and follow-up on ageing receivables
• Manage Client Renewal Process:
  • Attend renewal review meetings with Producers and Team lead to prepare marketing strategies for upcoming renewals
  • Lead all accounts through the new and renewal process per department procedures. Market accounts to insurance carriers and brokers as needed
• Uphold Strong Personal Relationships and Team Accountability:
  • Maintain proactive communication with clients, producers, and team members including the handling client and/or company questions/issues concerning services rendered or referring complaints of service failures to the appropriate management staff for investigation and resolution
  • Assist in the development of strong personal relationships with appropriate insurance carrier personnel. Assist Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives.
  • Communicate effectively with team including Producers, Account Managers, Account Coordinators, or Analysts in order to meet essential duties and responsibilities
  • Continue professional development by attending continuing education courses, seminars and workshops to expand knowledge and gain current market appetites, pricing and products to communicate with team and producers
  
  

Strike Team Account Executive Requirements:

• 10+ years' experience supporting real estate, oil and gas, and/or a generalist accounts book within a P&C commercial lines insurance brokerage/agency environment (retail)
• Texas Property and Casualty Insurance license (active) required
• Ideal candidates are looking to eventually grow into a leadership position
• Experience attending new prospect meetings with Sales Producers highly preferred
• Expert-level understanding of property and casualty insurance needs
• Bachelor’s degree preferred
• The ability to interpret insurance documents
• Proficient with agency management systems (Applied Epic / Sagitta a plus)
• High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers
• Expertise and familiarity with Microsoft Office applications including Word, Outlook, Excel, and PowerPoint with strong keyboarding skills
• Excellent written and oral communication skills
• The ability to travel as required
• Willingness to take on additional duties and responsibilities as the need arises

About AssuredPartners:

AssuredPartners of Houston, under the AssuredPartners network, is a full-service Employee Benefits and Property/Casualty Insurance Agency located in greater Houston, TX. AssuredPartners is one of the fastest-growing insurance brokers in the U.S., exceeding more than $1.5 billion in revenue since our founding in 2011. We're proud to be the 5th largest broker of U.S. business as ranked by Business Insurance.

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

• Inc. Magazine's Best-Led Companies
• Named a "5-Star Brokerage" by Insurance Business Magazine
• Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies

#a