Commercial Insurance Account Executive – Growth & Retention

001 Brown & Brown, Inc; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits: Medical/Rx

Dental, Vision, Life Insurance

401k; ESPP; Student Loan Assistance;Tu

Tuition reimbursement

Mental Health & Wellness programs

Job summary

Brown & Brown, Inc in Plano, TX is seeking a Commercial Lines Account Executive to drive retention and growth of an assigned book of business. You will cultivate client relationships and coordinate with carrier partners to meet client needs.

Responsibilities include leading renewals, processing policies, endorsements, and certificates; identifying coverage gaps and offering options for complex needs; ensuring compliance and client disclosures; and supporting marketing and sales teams in a

Qualifications

• Strong knowledge of commercial lines insurance coverage.
• 4+ years’ service/retail general agency experience.
• Experience with AMS 360 & ImageRight preferred.
• Proficient in Microsoft Office Suite.

Responsibilities

• Cultivate relationships with clients, prospects, carrier partners, and teammates to drive retention and new business.
• Lead renewal process for assigned book of business.
• Oversee administration tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
• Identify gaps in coverage and advise clients with options; handle complex coverage needs.
• Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates.
• Grow the assigned book of business through account rounding and referrals.
• Support marketing and sales teams.
• Follow agency guidelines, policies, and procedures.

Skills

Commercial lines knowledge

Client service

Team collaboration

Education

TX General Agents license

Tools

AMS 360

ImageRight

Microsoft Office

Job description

Brown & Brown, Inc in Plano, TX is seeking a Commercial Lines Account Executive to drive retention and growth of an assigned book of business. You will cultivate client relationships and coordinate with carrier partners to meet client needs.

Responsibilities include leading renewals, processing policies, endorsements, and certificates; identifying coverage gaps and offering options for complex needs; ensuring compliance and client disclosures; and supporting marketing and sales teams in a