Commercial Lines Account Executive

Brown & Brown; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

Financial Benefits

Mental Health & Wellness

Paid Time Off

Job summary

Brown & Brown in Plano, TX is seeking a Commercial Lines Account Executive to manage and grow an assigned book of business while building strong client relationships.

You will lead renewal processes, oversee administrative tasks, and advise clients on coverage options to meet their needs and legal requirements. Strong knowledge of commercial lines and 4+ years in a general agency context are expected.

Qualifications

• Strong technical 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 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.

Skills

Client relationship management

Renewals

Communication skills

Retention focus

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.