Strategic Commercial Insurance Account Executive

Frank Winston Crum Insurance; Clearwater (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

Short-term disability and life보험

Long-term disability

401(k) with company match

Flexible spending accounts

Health savings account

PTO and holidays

Education benefit program

PTO cash out

Tickets at Work

Employee referral programs

Disaster relief fund

Job summary

Frank Winston Crum Insurance, a Clearwater, FL-based agency, is seeking a full-time Commercial Account Executive (Property and Casualty). You will support senior sales and account teams, prequalify new business, market accounts, and coordinate renewals while maintaining strong client relationships.

Ideal candidates have 3+ years in commercial insurance sales or account management, a Florida 2-20 license (or ability to obtain within 1 year), and professional designations such as CIC, CPCU, or

Qualifications

• Three (3) years of commercial insurance sales, account management, or agency experience preferred.
• Florida 2-20 General Lines Agent License required or ability to obtain within one year of employment.
• Professional insurance designation (CIC, CPCU, AAI, ARM, CISR, or equivalent) strongly preferred.

Responsibilities

• Support Lead Sales Executives and Account Managers throughout the sales and client servicing lifecycle, ensuring a seamless client experience.
• Prequalify new business opportunities by gathering underwriting information, evaluating eligibility, and preparing complete submissions for carrier marketing.
• Market commercial insurance accounts, obtain competitive quotes, and prepare proposals for presentation to prospective and existing clients.
• Coordinate the renewal process from submission through presentation and binding while ensuring timely communication with carriers and clients.
• Build and maintain strong client relationships by responding promptly to inquiries, processing endorsements, policy changes, certificates of insurance, binders, contract reviews, and other servicing requests.
• Assist with new business sales activities by preparing quotes, coordinating follow-up activities, and supporting client meetings as needed.
• Collaborate with carriers, underwriters, and internal business partners to secure appropriate insurance solutions and resolve service issues.
• Maintain accurate client records, policy documentation, and agency management system information while ensuring compliance with agency standards.
• Participate in client meetings, carrier meetings, and continuing education activities to strengthen client relationships and remain current on insurance products, markets, and industry trends.

Skills

Commercial insurance sales

Account management

Licensing: FL 2-20

Education

Florida 2-20 General Lines Agent License

Job description

Frank Winston Crum Insurance, a Clearwater, FL-based agency, is seeking a full-time Commercial Account Executive (Property and Casualty). You will support senior sales and account teams, prequalify new business, market accounts, and coordinate renewals while maintaining strong client relationships.

Ideal candidates have 3+ years in commercial insurance sales or account management, a Florida 2-20 license (or ability to obtain within 1 year), and professional designations such as CIC, CPCU, or