Account Executive, Commercial Insurance (Orlando)

Unison Risk Advisors; Orlando (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Unison Risk Advisors in Orlando, FL seeks an Account Executive, Commercial to deliver outstanding client service and manage day-to-day policy administration for assigned commercial clients.

You will work with the P&C practice, handle renewals, endorsements, certificates, and carrier relationships while identifying coverage gaps and opportunities.

This role requires a P&C license or ability to obtain, strong communication, and proficiency in Excel.

Qualifications

• 2+ years of experience in P&C account management, insurance, risk management, or financial services.
• Active P&C Insurance license or ability to obtain licensure after hire.
• Experience supporting commercial insurance clients.
• Working knowledge of commercial insurance products and processes.
• Proficiency with Microsoft Excel.
• Strong written and verbal communication skills.
• Ability to work independently and on a team.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients.
• Process endorsements, cancellations, reinstatements, and renewals.
• Coordinate certificates and policy documentation.
• Review policies for accuracy and maintain agency records.
• Identify coverage gaps and risk management opportunities.
• Support renewal strategy and marketing activities.
• Maintain confidentiality and build trusted relationships.

Skills

P&C account management

Commercial insurance

Communication skills

Independent and team work

Excel proficiency

Education

CISR

CIC

Tools

Applied Epic

AMS360

CRM systems

Job description

Account Executive, Commercial – Job Description

The Account Executive is responsible for delivering exceptional service and operational support to Hatcher Property & Casualty (P&C) clients. Working in partnership with the broader service and producer team, this role serves as a trusted day-to-day resource by managing policy service, renewals, carrier relationships, and account administration while helping clients protect their businesses and assets. The role reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners.

Key Responsibilities

Delivering an Exceptional Client Experience

• Serve as the primary day-to-day contact for assigned clients.
• Respond promptly and professionally to inquiries and service requests.
• Build relationships with clients, carriers, and internal stakeholders.
• Research and resolve issues.
• Identify client experience improvements.
• Escalate complex issues as needed.
• Maintain confidentiality.

Managing Client Service and Account Administration

• Manage assigned commercial insurance accounts.
• Process endorsements, cancellations, reinstatements, and renewals.
• Coordinate certificates and policy documentation.
• Review policies for accuracy.
• Maintain records in the agency management system.
• Prioritize workload and deadlines.
• Monitor outstanding items to completion.

Supporting Renewals and Marketing Activities

• Participate in renewal strategy meetings.
• Support renewal preparation and marketing activities.
• Review renewal proposals and presentation materials.
• Coordinate policy implementations and carrier transitions.
• Identify coverage gaps and risk management opportunities.

Accountability

• Deliver exceptional client service.
• Maintain quality and accuracy.
• Support seamless execution during growth and change.
• Build trusted collaborative relationships.
• Demonstrate sound judgment and ownership.

Qualifications

Required

• 2+ years of experience in P&C account management, insurance, risk management, or financial services.
• Active P&C Insurance license or ability to obtain licensure after hire.
• Experience supporting commercial insurance clients.
• Working knowledge of commercial insurance products and processes.
• Proficiency with Microsoft Excel.
• Strong written and verbal communication skills.
• Ability to work independently and on a team.

Preferred

• Experience with Applied Epic, AMS360, or similar systems.
• Experience supporting middle-market or large commercial clients.
• CISR, CIC, CRM, or similar insurance designations.

Key Competencies

• Client Service Excellence
• Ownership & Accountability
• Analytical Thinking
• Collaboration & Communication
• Process Improvement
• Change Agility
• Business Acumen