Commercial Insurance Account Executive

Single Source Insurance, Inc; Clearwater (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

A family-owned insurance agency in Clearwater is seeking a Commercial Insurance Account Executive. This full-time role involves working closely with agency clients to provide exceptional service and comprehensive insurance options. Responsibilities include reviewing policies, managing communications, and ensuring clients receive the best coverage. Education requirements include a high school diploma and a 440 Insurance license, with preferred qualifications of further licensing and industry experience. Compensation ranges from $55,000 to $75,000 yearly.

Qualifications

• High school Graduation or GED is required.
• 440 Insurance License is mandatory.
• 2 years experience in commercial underwriting is required.

Responsibilities

• Work with sales team to review best coverages for accounts.
• Make and receive calls about policy questions and renewals.
• Input data into management system accurately and timely.

Skills

Communication proficiency

Proficiency in Microsoft Outlook

Proficiency in Word

Proficiency in Excel

Understanding of Commercial Insurance Rating Factors

Education

High school graduation or GED

440 Insurance License

220 Insurance License (preferred)

4 years industry experience in commercial underwriting (preferred)

Tools

AMS360

Job description

Future Opening: Commercial Insurance Account Executive

Summary/Objective

The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work with sales team to review best coverages for accounts
• Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
• Quickly learn the agency management system and standardized system of filing
• Input data into management system in an accurate and timely manner
• Shop new and renewal business accounts through insurance market
• Collaborate with sales team to secure renewal business
• Independent servicing of assigned book of business, endorsements, policy changes and record keeping
• Remotely send accounts for signature and binding
• Assist the Senior Commercial account manager with excess workflow
• Understanding of Commercial Insurance Rating Factors
• Understanding of Carrier Guidelines and Appetites
• Communication proficiency in person and by phone with team members and insureds
• Proficiency forming emails to clients and responding to team member requests
• Ethical Conduct

Supervisory Responsibility

This position has supervision responsibility of a virtual assistant

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type/Expected Hours of Work

This is a full‑time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.

Travel

Minimal to zero travel required. Travel to local events may be required.

Required Education and Experience

High school Graduation or GED

440 Insurance License

2 Years experience commercial underwriting

Preferred Education and Experience

220 Insurance License

4 Years industry experience in commercial underwriting

Additional Eligibility Qualifications

Commercial Department Experience at an independent agency.

Proficiency with Microsoft Outlook, Word, Excel and AMS360

Compensation: $55,000.00 - $75,000.00 per year

Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida. Single Source Insurance offers policies for personal, commercial, and private flood coverage. Our comprehensive team members find our clients the best coverages at the best rates. Automobile, Recreational Vehicles, Homeowners, Umbrella & Liability, Commercial Property, Surety, Group Health and Workers Compensation are only some of the policies we can shop and write for our clients.

We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations.

At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.