Commercial Lines Account Executive

Brown & Brown, Inc.; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Mental health support

Paid time off

Holidays

Discounts

Job summary

Brown & Brown, Inc. in Plano, TX, is seeking a Commercial Lines Account Executive to manage and grow an assigned book of business. You will build strong client relationships, lead renewals, and coordinate policy issuance and endorsements to ensure client satisfaction.

The role requires a TX General Agents license and 4+ years in a service/retail general agency setting, with AMS 360 and ImageRight experience preferred. Proficiency in Microsoft Office is expected.

Qualifications

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

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: certificates of insurance, auto ID cards, policies/endorsements.
• Identify gaps in coverage and advise clients with options for complex needs.
• Review compliance and disclosure requirements to ensure client expectations are met.
• Grow the assigned book via account rounding and referrals.
• Support marketing and sales teams.

Skills

Client relations

Renewals

Commercial lines knowledge

Education

TX General Agents license

Tools

AMS 360

ImageRight

Microsoft Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Plano, TX! The Commercial Lines Account Executive is responsible for the retention and growth of an assigned book of business. The Account Executive builds relationships with clients and prospects to achieve client satisfaction.

How You Will Contribute

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

Licenses & Certifications

TX General Agents license, required.

Skills & Experience to be Successful

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

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater "WE" - never "me". While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.