Growth-Focused Commercial Insurance Account Executive

Unison Risk Advisors; Phoenix (AZ); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Unison Risk Advisors in Phoenix seeks a results-oriented Account Executive, Commercial to manage client accounts, coordinate insurance programs, and support retention and growth initiatives. You will act as the primary liaison for clients and carriers, handling submissions and carrier changes while ensuring service quality.

The role emphasizes collaboration with internal teams, accurate data management, and timely delivery of services to commercial risk clients.

Qualifikationen

• 2+ years of experience in an insurance brokerage or similar role.
• Active Property & Casualty License.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint).

Aufgaben

• Own day-to-day management of assigned client accounts and service plans.
• Partner with Consultant/Client Executive to design, market, and select insurance programs.
• Act as primary contact for clients and carriers on assigned accounts.
• Prepare new business and renewal submissions.
• Lead implementation of new lines of coverage and carrier changes.
• Create presentation materials and deliver client meeting support.
• Manage renewal timelines and internal processes for book of business.
• Ensure accuracy and completeness of account data within agency systems.
• Maintain documentation and ensure timely delivery of services.
• Collaborate with service, sales, and carrier partners to meet client needs.
• Communicate updates, renewal outcomes, and issues to internal teams.
• Support onboarding of new clients and expanding coverage lines.

Kenntnisse

P&C license

Client service

MS Office

Analytical skills

Tools

Agency management system

Jobbeschreibung

Unison Risk Advisors in Phoenix seeks a results-oriented Account Executive, Commercial to manage client accounts, coordinate insurance programs, and support retention and growth initiatives. You will act as the primary liaison for clients and carriers, handling submissions and carrier changes while ensuring service quality.

The role emphasizes collaboration with internal teams, accurate data management, and timely delivery of services to commercial risk clients.