Commercial Account Executive

Frank Winston Crum Insurance; Clearwater (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

Short-term disability and life보험

Long-term disability

401(k) with company match

Flexible spending accounts

Health savings account

PTO and holidays

Education benefit program

PTO cash out

Tickets at Work

Employee referral programs

Disaster relief fund

Job summary

Frank Winston Crum Insurance, a Clearwater, FL-based agency, is seeking a full-time Commercial Account Executive (Property and Casualty). You will support senior sales and account teams, prequalify new business, market accounts, and coordinate renewals while maintaining strong client relationships.

Ideal candidates have 3+ years in commercial insurance sales or account management, a Florida 2-20 license (or ability to obtain within 1 year), and professional designations such as CIC, CPCU, or

Qualifications

• Three (3) years of commercial insurance sales, account management, or agency experience preferred.
• Florida 2-20 General Lines Agent License required or ability to obtain within one year of employment.
• Professional insurance designation (CIC, CPCU, AAI, ARM, CISR, or equivalent) strongly preferred.

Responsibilities

• Support Lead Sales Executives and Account Managers throughout the sales and client servicing lifecycle, ensuring a seamless client experience.
• Prequalify new business opportunities by gathering underwriting information, evaluating eligibility, and preparing complete submissions for carrier marketing.
• Market commercial insurance accounts, obtain competitive quotes, and prepare proposals for presentation to prospective and existing clients.
• Coordinate the renewal process from submission through presentation and binding while ensuring timely communication with carriers and clients.
• Build and maintain strong client relationships by responding promptly to inquiries, processing endorsements, policy changes, certificates of insurance, binders, contract reviews, and other servicing requests.
• Assist with new business sales activities by preparing quotes, coordinating follow-up activities, and supporting client meetings as needed.
• Collaborate with carriers, underwriters, and internal business partners to secure appropriate insurance solutions and resolve service issues.
• Maintain accurate client records, policy documentation, and agency management system information while ensuring compliance with agency standards.
• Participate in client meetings, carrier meetings, and continuing education activities to strengthen client relationships and remain current on insurance products, markets, and industry trends.

Skills

Commercial insurance sales

Account management

Licensing: FL 2-20

Education

Florida 2-20 General Lines Agent License

Job description

FrankCrum is a Top Workplace! The FrankCrum Insurance Agency (FCIA) is a local family-owned Commercial Insurance Agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success.

The Role You’ll Play to Create Success

We are growing and looking for a full-time, Commercial Account Executive - (Property and Casualty) position! In this role, you will have the opportunity to impact the FrankCrum business everyday by being responsible for the day-to-day management of our mid-sized to largest and most complex client accounts with the potential for future growth.

1. Support Lead Sales Executives and Account Managers throughout the sales and client servicing lifecycle, ensuring a seamless client experience.
2. Prequalify new business opportunities by gathering underwriting information, evaluating eligibility, and preparing complete submissions for carrier marketing.
3. Market commercial insurance accounts, obtain competitive quotes, and prepare proposals for presentation to prospective and existing clients.
4. Coordinate the renewal process from submission through presentation and binding while ensuring timely communication with carriers and clients.
5. Build and maintain strong client relationships by responding promptly to inquiries, processing endorsements, policy changes, certificates of insurance, binders, contract reviews, and other servicing requests.
6. Assist with new business sales activities by preparing quotes, coordinating follow-up activities, and supporting client meetings as needed.
7. Collaborate with carriers, underwriters, and internal business partners to secure appropriate insurance solutions and resolve service issues.
8. Maintain accurate client records, policy documentation, and agency management system information while ensuring compliance with agency standards.
9. Participate in client meetings, carrier meetings, and continuing education activities to strengthen client relationships and remain current on insurance products, markets, and industry trends.

The Attributes We Seek

1. Three (3) years of commercial insurance sales, account management, or agency experience preferred.
2. Florida 2-20 General Lines Agent License required or ability to obtain within one year of employment.
3. Professional insurance designation (CIC, CPCU, AAI, ARM, CISR, or equivalent) strongly preferred.

Our Competitive Benefits

1. Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels.
2. Dental and Vision Insurance
3. Short Term Disability and Term Life Insurance at no cost to the employee
4. Long Term Disability and Voluntary Term Life Insurance
5. Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
6. 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
7. Flexible Spending Accounts for Medical and Dependent Care Reimbursement
8. Health Savings Account funded by FrankCrum
9. Paid time off and holiday pay
10. Education Benefit Program at the IRS Maximum allowance
11. PTO cash out
12. Tickets at Work
13. Alero Financial and its robust credit union benefits program
14. Employee and client referral bonus programs
15. Disaster Relief Fund for employees

What’s Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This “family of employer solutions”employs approximately 500 people who serveover 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!
If you want to play this role to positively impact our client’s day-to-day business, then

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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