SWBC is seeking a seasoned professional to collaborate with Commercial Lines Producers in managing a well-established book of business with a strong emphasis on client retention. In this role, you’ll provide prompt, accurate, and courteous service to clients, producers, and internal teams while continuously advancing your expertise and insurance knowledge to the highest level.
Why you'll love this role:
As a Commercial Lines Account Executive, you’ll be at the heart of building lasting client relationships and delivering exceptional service. This role gives you the opportunity to work closely with Producers in helping businesses navigate risk by providing tailored insurance solutions aimed at protecting what matters most. You’ll thrive in a fast-paced environment where every day brings new challenges and opportunities to make an impact. If you enjoy problem-solving, collaborating with a dynamic team, and taking ownership of client success, this position offers the perfect blend of autonomy and support. Plus, you’ll have access to industry-leading resources and technology, continuous professional development, and meaningful networking opportunities.
Essential duties/tasks include the following:
- Collects underwriting information from clients for both renewals and new business to ensure accurate and comprehensive coverage is placed, working collaboratively with the Commercial Lines Producer as well as independently.
- Provides information, rates, and quotes for all remarketed or new Commercial Lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
- Delivers insurance proposals and coverage summaries to clients, ensuring timely premium collection and binding of coverage in accordance with company underwriting guidelines
- Manages workflows to ensure efficient, timely, and accurate processing of requested transactions and other responsibilities.
- Performs thorough policy reviews and endorsement checks to ensure accuracy, reducing the agency’s errors and omissions exposure.
- Delivers policies and supporting documents to insureds, as required.
- Maintains complete, accurate, and well-documented client files in compliance with departmental policies and procedures.
- Communicates effectively with Commercial Lines Producers, providing timely updates on claims, audits, or coverage issues that may impact clients.
- Represents the agency professionally in all interactions with clients and carrier partners.
Serious candidates will possess the minimum qualifications:
- Active General Lines or Property & Casualty license in the state of Texas. A Surplus Lines license is a plus.
- Bachelor’s Degree in Business, Risk Management, or related field of study from an accredited four-year college or university preferred, or equivalent experience required.
- Professional designations (CIC, CRM or CPCU) strongly preferred.
- Minimum of four to five (4 - 5) 8 years of Commercial Lines insurance required.
- AMS360 and WorkSmart experience preferred, but knowledge of similar Account Management System is acceptable.
- Strong working knowledge of insurance forms, coverage and rating.
- Advanced working knowledge of MS Word, Excel, and Outlook.
- Able to type a minimum of 45 wpm accurately and operate a calculator.
- Excellent analytical and problem resolution skills.
- Strong communication (both written and oral), organizational, and presentation skills.
- Self-motivated with the ability to prioritize and manage work independently with minimal direction and supervision.
- Able to work under stressful conditions, while maintaining professionalism and enthusiasm.
- Able to lift 10 – 20 lbs. of insurance manuals, reports, or other documentation.
- Able to stoop, kneel, and sit for long periods of time.
- Able to travel to current and prospective customers and to attend classes and seminars for continuing education.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.