Senior Commercial Lines Account Executive
Duncan Financial Group, Tamarac, FL, United States
Senior Commercial Lines Account Executive
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service. Responsibilities include: Providing technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing. Collaborating with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients. Communicating effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes. Preparing and compiling comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses. Creating and maintaining accurate insurance applications and submission documents for carrier review. Negotiating optimal terms and conditions with carriers to secure the best possible outcomes for clients. Collaborating with producers in developing and presenting client proposals. Accurately documenting key conversations with clients and carriers regarding exposures, coverages, and recommendations. Maintaining thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions. Performing additional duties as assigned. Basic requirements include: Active Florida 2-20 General Lines License (Property & Casualty) required. Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market. Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes. Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight. Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems. Excellent verbal and written communication skills, along with strong organizational and time management abilities. Highly self-motivated and capable of working independently with minimal supervision. Demonstrates exceptional attention to detail and accuracy in all work. Committed to maintaining confidentiality of financial, employee, and client information. Preferred requirements include: Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable. Familiarity with risk assessment and risk management techniques. Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency. Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available) Office Location: 5900 Hiatus Road, Tamarac, FL 33321 Benefits include: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service. Responsibilities include: Providing technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing. Collaborating with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients. Communicating effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes. Preparing and compiling comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses. Creating and maintaining accurate insurance applications and submission documents for carrier review. Negotiating optimal terms and conditions with carriers to secure the best possible outcomes for clients. Collaborating with producers in developing and presenting client proposals. Accurately documenting key conversations with clients and carriers regarding exposures, coverages, and recommendations. Maintaining thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions. Performing additional duties as assigned. Basic requirements include: Active Florida 2-20 General Lines License (Property & Casualty) required. Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market. Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes. Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight. Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems. Excellent verbal and written communication skills, along with strong organizational and time management abilities. Highly self-motivated and capable of working independently with minimal supervision. Demonstrates exceptional attention to detail and accuracy in all work. Committed to maintaining confidentiality of financial, employee, and client information. Preferred requirements include: Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable. Familiarity with risk assessment and risk management techniques. Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency. Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available) Office Location: 5900 Hiatus Road, Tamarac, FL 33321 Benefits include: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.