Commercial Lines Account Executive
📍 Remote — Dallas / East Texas Preferred (Must Reside Within 2 Hours of Tyler, TX)
About Us
We are a relationship-driven independent insurance agency committed to helping businesses and individuals protect what matters most. Our team takes a consultative approach to insurance, delivering customized coverage solutions, responsive service, and long-term partnership to every client we serve.
With expertise across commercial and personal insurance, we work closely with trusted carrier partners to provide flexible options tailored to each client’s unique needs. As a growing agency, we pride ourselves on combining industry knowledge, operational excellence, and a client-first mindset to create an exceptional experience for both our customers and our team.
About the Opportunity
Our client is a fast-growing independent insurance agency seeking a highly experienced Commercial Lines Account Executive to help support and scale its middle-market commercial business. This role is ideal for a proactive insurance professional who thrives in relationship management, operational leadership, and complex account servicing.
The organization is experiencing significant growth and is looking for someone who can not only manage and market commercial accounts, but also contribute strategically to internal operations, team development, and long-term agency scalability.
This is a remote opportunity; however, candidates must reside in the Dallas or East Texas region and be within approximately two hours of Tyler, TX for occasional in-person collaboration and leadership meetings.
Position Overview
The Commercial Lines Account Executive will serve as a senior-level resource within the agency, responsible for managing larger commercial accounts, strengthening carrier partnerships, mentoring account management staff, and improving operational workflows.
This individual will work closely with agency leadership and play a visible role in helping shape the future growth and structure of the business. The ideal candidate combines strong technical insurance expertise with leadership capability, operational awareness, and a client-first mindset.
Key Responsibilities
Commercial Account Management
- Manage and oversee a portfolio of mid-market and larger commercial insurance accounts
- Coordinate renewals, policy marketing, and client servicing activities
- Analyze client exposures and recommend appropriate coverage solutions
- Maintain high levels of client retention and relationship satisfaction
- Support complex account strategy and coverage placement discussions
Carrier & Marketing Relationships
- Develop and maintain strong working relationships with carrier underwriters and partners
- Prepare and present clean, accurate underwriting submissions
- Market larger and more complex commercial accounts, including accounts generating $75K+ in revenue
- Negotiate competitive terms, pricing, and coverage options on behalf of clients
Operational Leadership
- Support internal operational improvements and workflow efficiencies
- Assist leadership with process optimization and scalability initiatives
- Participate in tracking new business production and agency growth metrics
- Contribute to aspects of agency accounting oversight and reporting coordination
Team Support & Mentorship
- Mentor and support junior Account Managers and service team members
- Serve as a technical resource for commercial coverage questions and account strategy
- Assist with onboarding, training, and future team development initiatives
- Help foster a collaborative, growth-oriented agency culture
Preferred Industry Experience
Experience working with clients in the following industries is highly preferred:
- Construction
- Real Estate
- Oil & Gas
Qualifications
- 5+ years of Commercial Lines insurance experience required
- Strong knowledge of commercial coverages, underwriting processes, and account servicing
- Experience managing middle-market or large commercial accounts
- Proven ability to build and maintain carrier relationships
- AMS360 experience preferred
- Strong organizational, communication, and problem-solving skills
- Operationally minded with the ability to improve processes and workflows
- Leadership mentality with mentoring or team support experience preferred
- Self-motivated and comfortable working in a remote environment
What Makes This Opportunity Unique
- Opportunity to join a growing, entrepreneurial agency with strong momentum
- High-visibility role with direct exposure to leadership
- Ability to influence operations, team growth, and long-term strategy
- Collaborative environment with significant career growth potential
- Remote flexibility with regional connectivity to leadership and clients
Location Requirement
This is a remote position; however, candidates must reside in the Dallas or East Texas area and be within approximately two hours of Tyler, TX.