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Commercial Account Executive
On-site · Fort Worth, Texas, United States
Job Summary
The Commercial Account Executive is responsible for managing complex client insurance programs and serving as the primary client contact. Key responsibilities include overseeing documentation, managing accounts receivables, preparing insurance proposals, and ensuring compliance with client needs. The role requires strong organizational skills and technical expertise in insurance, with a focus on client relationship management. Candidates should possess a Bachelor's degree, preferably with a Texas P&C license, and a minimum of 5 years of experience in commercial account management.
Required Qualifications
- Licensed: Texas P&C Agent preferred
- Minimum of 5 years of midmarket Commercial Account Manager experience preferred
- Demonstrate ability to multi-task and prioritize work
- Willingness to work to meet client needs beyond scheduled hours
Desired Qualifications
- Completion of CIC and CRM preferred
- Proficient at Word, Excel, and current internet technologies
- Demonstrate proactive work style - Does not have to be asked or reminded of tasks
- Ability to learn, analyze and comprehend commercial lines of insurance
- Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
- Demonstrate track record of interacting with, meeting with and partnering with assigned clients
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