Team Leader and Account Executive, Commercial Lines

AssuredPartners Inc.; Carmel (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance broker is seeking an Account Executive to support their Commercial Lines department. This role involves managing client relationships, providing risk management solutions, and mentoring junior staff while ensuring exceptional service delivery. Join a fast-growing team and advance your career in the insurance industry with comprehensive benefits and opportunities for growth.

Benefits

30+ Days Paid Time Off

Health Benefit Options

401(k) Company Match

Fitness Wellness Support

Mental Health Access

Pet Benefits

Qualifications

• 6+ years of related experience preferred.
• Current Property and Casualty license required.

Responsibilities

• Lead meetings with clients and provide comprehensive client support.
• Negotiate and sell lines of insurance to clients.
• Mentor junior team members and facilitate renewal strategies.

Skills

Problem Solving

Communication

Leadership

Education

Property and Casualty License

Tools

Microsoft Office

Agency Management Software

Job description

Overview

As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base.

Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs. The Team Leader provides a high level of support to team members, including Account Managers, Account Executives and Account Coordinators. The Team Leader maintains an assigned book of business as required and serves as a representative of team to management. This role requires a significant degree of independent judgement and discretion.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

Why This Role?

• Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
• Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
• Opportunity for upward mobility and advancement opportunities across AssuredPartners!

What You'll Do

• Client Support
  • Lead meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and acts as main client contact for book of business.
  • Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Account Management
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned an directed by Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Insurance Expertise
  • Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships.
  • Fluent in the client’s industry and current events that can modify the coverages needed.
  • Review changes in carrier offerings and policies and relays information to the larger service team.
• Leadership
  • Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
  • Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
  • Provide clients with Insurance Coverage Review and reviews methods of handling risks. Identifiy and explain gaps in coverage. Work with the producer to write new business.
  • Attend carrier functions to learn new coverage options and risk assessment strategies.
  • Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.
• Some travel may be required.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

• 6+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Property and Casualty license required; professional designations preferred.
• Comprehensive knowledge of available commercial lines coverages based on business classification, as well as informed on industry trends and client retention strategies.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software with the ability to quickly learn new systems and processes.

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!