
Commercial Account Executive
Brown & Brown, Plano, TX, United States
Brown & Brown is Seeking an Account Executive to join our growing team in Plano, Texas.
This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and leading appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.
Essential Duties and Functions: Accurately reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents for complex risks. Ensures documents reflect policy coverages as quoted, proposed and bound.
Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
Handle a diverse range of insurance products in the Commercial Lines arena
Submit complete and accurate renewal information to the incumbent carrier(s)
Prepare Insurance Coverage Review documents
Bind coverage with the carrier(s) in accordance with the client’s instructions
Responsible for the day-to-day account management of client accounts
Licenses and Certifications: Active Texas General Agent’s License
Skills & Experience to Be Successful Strong technical knowledge of coverage in all commercial lines insurance coverage
5+ years generalist commercial insurance experience
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