Account Executive

Jefferson Bank; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Jefferson Bank is seeking an Account Executive to deliver client service and strategic support for insured accounts in the Texas market. You will manage a book of business, coordinate with carriers, and prepare submissions, proposals, and renewals to ensure accurate coverage.

The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Local travel for client meetings and events is expected.

Qualifications

• 3+ years as an account executive at an insurance brokerage with a book of business $1MM+.
• Experience renewing and servicing accounts in a brokerage setting.
• Strong knowledge of insurance products and carriers.

Responsibilities

• Manage and service assigned book of business.
• Provide high-level client support and communications with clients and carriers.
• Prepare submissions, proposals, and renewal documentation.
• Review policies, endorsements, and audits for accuracy.
• Coordinate with carriers and internal teams.
• Identify cross-selling and growth opportunities.

Skills

Attention to detail

Multi-tasking

Clear communication

Follow-through

Problem-solving

Systems proficiency

Education

Texas insurance license (P&C required; Life & Health a plus)

Tools

EPIC Management System

Carrier quoting platforms

Underwriting portals

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

The Account Executive is responsible for delivering exceptional service and strategic support for clients and producers. This role oversees account management, supports new business, and ensures accurate policy handling.

DUTIES & RESPONSIBILITIES

• Manage and service assigned book of business
• Provide high-level client support and communication with both clients and carriers
• Prepare submissions, proposals, and renewal documentation
• Review policies, endorsements, and audits for accuracy
• Coordinate with carriers and internal teams
• Identify cross-selling and growth opportunities
• Maintain compliance and minimize coverage gaps
• Report Claims to insurance companies and monitor progression of claims

MINIMUM QUALIFICATIONS

Work Experience

• 3+ years of experience as an account executive at an insurance brokerage, with a book of business $1MM or greater
• Demonstrated ability to manage renewals and service accounts.

Preferred Experience (Optional)

• Prior experience in commercial or personal lines insurance.
• Familiarity with Texas markets and regional business communities.
• Existing book of business or established referral network.

Supervisory Experience

• None required.

Education/Skills

• Active Texas insurance license (Property & Casualty required; Life & Health a plus).
• Strong attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Clear communication and strong follow-through
• Operational discipline and process adherence
• Problem-solving mindset and proactive approach
• Systems proficiency and comfort working across multiple platforms

Competency Requirements

• Ability to cultivate long‑term client partnerships.
• Drives new opportunities through networking and market engagement.
• Identifies client risks and recommends appropriate solutions.
• Manages multiple accounts, deadlines, and follow‑ups effectively.
• Makes decisions aligned with agency values and compliance standards.

Physical Requirements

• Ability to sit, stand, and work at a computer for extended periods.
• Occasional travel for client meetings, networking events, and community involvement.

Equipment/Machines/Software

• Agency management system (EPIC Management System preferred).
• Carrier quoting platforms and underwriting portals.
• Standard office equipment (computer, phone, headset).

Position Includes Driving

• Yes. Local travel to meet clients, attend events, or conduct onsite assessments may be required.
• Must maintain a valid driver’s license and acceptable driving record.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affiant Employer, M/F/Disability/Protected Veteran Status.