Job Description

Harrison Gray Search has partnered with a family-owned insurance brokerage and risk management agency to help them find a Commercial Lines Account Executive in Pensacola, FL.

Position Summary

The Account Executive interacts with clients and carriers to meet and exceed their ongoing insurance and risk management needs.

Key Responsibilities :

• Collaborate with a diverse group of clients and colleagues in a team environment focused on delivering customer satisfaction.
• Provide support for producers.
• Actively develop positive relationships with current and prospective clients and carrier contacts/underwriters.
• Achieve client retention targets.
• Follow best practices and suggest improvements to enhance workflows and prevent potential errors and omissions.
• Demonstrate knowledge of markets, policies, and products.
• Understand clients’ businesses, strategic priorities, risk strategies, and risk management needs.
• Serve as an advocate for clients.
• Provide day-to-day service to ensure client needs are met.
• Maintain quality service plans, open item reports, policy expiration/renewal tracking, and completion.
• Complete policy reviews and request corrections as necessary.
• Manage invoicing and certificate processes.
• Request, track, and process audits and endorsements.
• Collect exposure information for new business and renewals.
• Create submissions and prepare proposals for accounts not handled by marketing.
• Ability to work a regular, full-time schedule at company facilities and travel for business as required.
• Perform other duties as required.

Desired Education, Skills, and Experience :

• 220 FL General Lines P&C license required
• Experience with AMS360 and ImageRight strongly preferred.
• College degree desirable.
• 3+ years’ experience with mid to large commercial P&C insurance clients.
• Strong technical insurance knowledge and background.
• Strong customer service orientation with excellent communication and interpersonal skills.
• Detail-oriented with the ability to prioritize tasks and manage time effectively.
• Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems.
• Ability to work as part of a team.

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