Commercial Lines Account Executive

The Jonus Group; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Paid time off

Professional development opportunities

Hybrid work model after training

Job summary

The Jonus Group is hiring an Assistant Account Executive to join our construction insurance team in Dallas. In this role you will support a high-value book and help deliver exceptional client service by processing policies, renewals, endorsements, and related paperwork.

You will work in a family-oriented, collaborative environment with hybrid work after training and a focus on accurate underwriting analysis and timely communications with insureds and agents.

Qualifications

• 5+ years of experience in a similar role in construction insurance.
• Licenses: Property & Casualty (P&C) license required.
• Proficiency in Applied EPIC and TAM software.
• Strong understanding of General Liability and Excess Policies in construction.
• Excellent organizational skills and detail-oriented, collaborative team player.

Responsibilities

• Assist with managing a book of business valued at $20 million.
• Support renewal processes: renewal emails, document follow-ups, underwriting analysis.
• Process endorsements, policies, forms, and tax filings.
• Prepare proposals and create finance agreements.
• Maintain and update client records with accuracy and compliance.
• File documents and emails from insureds and agents.
• Occasionally make outbound calls to agents for follow-ups.
• Assist with quoting new and renewal business, focusing on renewals first.

Skills

Attention to detail

Organizational skills

Team collaboration

Tools

Applied EPIC

TAM

Job description

Assistant Account Executive

Job Summary

Seeking a highly motivated and detail-oriented Assistant Account Executive to join a team. This role offers an exciting opportunity to work in a family-oriented, flexible, and efficient environment within the construction insurance industry. As an Assistant Account Executive, you will play a key role in supporting a team by managing accounts, processing policies, and ensuring exceptional service to a clients. This position is ideal for a professional with a strong understanding of General Liability and Excess Policies in the construction space and a passion for delivering high-quality results.

Compensation Package

• Salary: $80,000 - $100,000 annually, with a commission structure based on renewal accounts.
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid model after training (initially onsite, transitioning to 1-2 days work-from-home per week based on tenure and performance).
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Assist with managing a book of business valued at $20 million, focusing on accounts ranging from $300,000 to $2 million.
• Support renewal processes by sending out renewal emails, following up on documentation, and updating underwriting analysis.
• Process endorsements, policies, forms, and tax filings as needed.
• Prepare proposals and create finance agreements.
• Maintain and update client records, ensuring accuracy and compliance.
• File documents and emails from insureds and agents.
• Occasionally make outbound calls to agents to follow up on pending items.
• Assist with quoting new and renewal business, with a focus on renewals initially and gradual involvement in new business accounts.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years of experience in a similar role, preferably within the construction insurance sector.
• Technical Skills: Proficiency in Applied EPIC and TAM software.
• Knowledge: Strong understanding of General Liability and Excess Policies in the construction space.
• Soft Skills: Excellent organizational skills, attention to detail, and the ability to work collaboratively in a small, family-oriented team environment.