Job Description

Title: Commercial Insurance Account Executive, Team Lead

Location : Dallas, TX (3x a week in office)

Salary : $110,000k - $115,000k + bonus.

Our client, a Top 50 Property & Casualty Insurance Broker, is seeking an experienced Commercial Lines Account Executive, Team Lead to join their growing team. Open due to growth and the ideal individual will have experience managing a middle market & large line, multimillion-dollar book of business, managing the pre & post renewal cycle, and will be interacting with clients on a daily basis while focusing on retention of the book of business. Experience with Higher Education accounts (universities, trade schools, charter schools, private/public schools) would be ideal!

If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Build and expand relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues.
• Experience with Higher Education accounts (universities, trade schools, charter schools, private/public schools) would be ideal
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Tracking client account balances and working with the accounting department to ensure prompt payment is executed
• Set up new and renewal policies
• Manage the delivery of services for clients, leading multiple client teams in the planning, execution and successful management of services.
• Handling renewals, service requests, claims, billing and new policies including marketing of renewal business.
• Service & monitor accounts and disseminate account activity.
• Build and solidify relationships with carriers through interaction on assigned accounts.
• Manage the renewal process for all assigned clients including reviewing loss information, aiding in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing and preparing the renewal proposal and binders.
• Always sell or reach out for new business opportunities to grow your current book of business by asking for referrals.
• Market renewals & new business as well as collaborate with marketing department.
• Review all applications, policies, endorsements and audits for accuracy.
• Complete loss/claim analysis and summaries.
• Document conversations and information provided to and for clients.
• Communicate and share information with fellow associates regarding coverage issues, market availability and market conditions.
• Utilize system capability (EPIC) and properly to maintain complete and accurate data and documents.

Qualifications:

• MUST have an active Property & Casualty license (REQUIRED).
• Bachelor's Degree (not required).
• 6+ years of Commercial Lines Account Management experience.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here:

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