Account Executive
On-siteMcKinney, Texas, United States
Job Summary
Manage middle market commercial lines accounts by preparing submissions for new and renewal business, presenting proposals including on-site meetings, and initiating new account files. Oversee quality control and compliance duties to ensure adherence to regulatory standards while reviewing audits, policies, endorsements, and carrier memos for accuracy. Obtain quotes, negotiate coverage terms, and evaluate client exposure to recommend additional coverage. Resolve complaints, claims, and grievances with carriers and clients, and manage account cancellations to ensure coverage continuity. Maintain detailed documentation in AMS360 or Epic and provide daily status updates to management.
Required Qualifications
- Minimum 10 years' experience handling mid-to-large commercial lines accounts
- Education requirement: High school diploma or equivalent
- Active DOI P&C License
- Knowledge of AMS360 OR Epic system or similar agency management system
- Knowledge of commercial insurance and products
- Must not have been disqualified or barred from licensure
- Must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034
Desired Qualifications
- College degree
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