ACCOUNT EXECUTIVE

Plastridge Insurance; Delray Beach (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Plastridge Insurance seeks an Account Executive to support Producers in servicing clients across the full sales cycle, from initial contact through renewal. You will prepare proposals, gather underwriting information, and ensure accurate documentation in EPIC.

In this role you’ll manage client communications, assist with placements, and help maintain a strong book of business while upholding compliance and ethical standards.

Qualifications

• Active 2-20 Insurance license required.
• Minimum 5+ years in commercial lines or related roles.
• EPIC experience is a plus.

Responsibilities

• Support and oversight of proposals, spreadsheets, presentations, and policy deliveries.
• Attend client meetings and assist during the sales cycle including cold calls and renewals.
• Ensure accurate communication flow, client notes, and underwriting information.
• Maintain account documentation in the agency system and follow E&O guidelines.
• Represent the company and clients to meet insurance needs with integrity.

Skills

5+ years experience

Large Commercial Lines experience

Tools

EPIC

Job description

ACCOUNT EXECUTIVE

Position Summary: Supporting Producer in working with clients, including handling correspondence, obtaining necessary information and doing other work as per Producer’s scope of responsibility

Essential Functions

• Support and oversight and/or preparation of proposals, spreadsheets, presentation, policy delivery, etc.
• Ensure that marketing guidelines and procedures have been followed, renewal meetings with the Team and/or clients have been set up, client proposals have been thoroughly prepared and the Producers are equipped and primed for all interactions with the clients, and other necessary tasks for successful maintenance and renewal of accountsAttend client and prospect meetings with the established producers for all phases of the Sales Cycle (cold call, warm lead, initial meeting, policy gathering, proposal presentation, mid-year review, renewal meeting).
• Be responsible for the communication flow of the account including, but not limited to, client meeting notes, completion of the application, managing the underwriting process, advocating for clients’ claims and losses.
• Be responsible for Producers overall book of business to support information gathering along with proper marketing new placement and/or renewal.
• Follow company workflow procedures regarding the documentation and maintenance of account information in EPIC system and be familiar with and follow Agency E&O guidelines.
• Report any omissions or potential exposure regarding coverage on policies generated by Plastridge to Team Leader.
• Represent the company and the client to ensure that clients’ insurance needs are met and the integrity of the company are maintained. Be honest, trustworthy and maintain a good business reputation.
• Act in good faith, ensure legal compliance of insurance laws and regulations.

Experience/Skills

• Active 2-20 License5+ years
• Large Commercial Lines experienceEPIC experience a plus