Account Executive

Account ExecutiveThe Account Executive is responsible for delivering exceptional service and strategic support for clients and producers. This role oversees account management, supports new business, and ensures accurate policy handling.Duties & ResponsibilitiesManage and service assigned book of businessProvide high-level client support and communication with both clients and carriersPrepare submissions, proposals, and renewal documentationReview policies, endorsements, and audits for accuracyCoordinate with carriers and internal teamsIdentify cross-selling and growth opportunitiesMaintain compliance and minimize coverage gapsReport claims to insurance companies and monitor progression of claimsMinimum QualificationsWork Experience3+ years of experience as an account executive at an insurance brokerage, with a book of business $1MM or greaterDemonstrated ability to manage renewals and service accounts.Preferred Experience (Optional)Prior experience in commercial or personal lines insurance.Familiarity with Texas markets and regional business communities.Existing book of business or established referral network.Bilingual abilities (Spanish preferred).Education/SkillsActive Texas insurance license (Property & Casualty required; Life & Health a plus).Strong attention to detail and accuracyAbility to manage multiple priorities in a fast-paced environmentClear communication and strong follow-throughOperational discipline and process adherenceProblem-solving mindset and proactive approachSystems proficiency and comfort working across multiple platformsCompetency RequirementsAbility to cultivate long-term client partnerships.Drives new opportunities through networking and market engagement.Identifies client risks and recommends appropriate solutions.Manages multiple accounts, deadlines, and follow-ups effectively.Makes decisions aligned with agency values and compliance standards.Physical RequirementsAbility to sit, stand, and work at a computer for extended periods.Occasional travel for client meetings, networking events, and community involvement.Equipment/Machines/SoftwareAgency management system (EPIC Management System preferred).Carrier quoting platforms and underwriting portals.Standard office equipment (computer, phone, headset).Digital communication tools (email, video conferencing).Position Includes DrivingYes. Local travel to meet clients, attend events, or conduct onsite assessments may be required.Must maintain a valid driver's license and acceptable driving record.This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.