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Account Executive - Commercial Lines


TX - Dallas

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General Description:  Manage large and/or complex Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.


  • Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients.
  • Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team.
  • Responsible for marketing and placement of client Commercial Lines insurance renewals.
    • With assistance from Account Representatives, prepare client applications for review.
    • Determine most-appropriate carriers for market pricing.
    • Analyze and compare carrier quotes and coverage offerings.
    • Make insurance program recommendations to clients.
  • Manage client renewal expirations and avoid any lapse in coverage.
  • Complex negotiation with carriers on behalf of clients.
  • Process policies, endorsements and audits as needed.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Represent client interests in internal USI account strategy meetings.
  • Delegate administrative client tasks to assigned Account Representatives.
  • Respond to underwriters’ questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management systems.
  • Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
  • Regular carrier interaction and frequent face-to-face meetings with underwriters

Knowledge, Skills and Abilities:

  • 10+ years experience in a Commercial Lines agency. College degree preferred.
  • Expert understanding of Property & Casualty insurance.
  • Must hold a Property & Casualty insurance license.
  • Industry designation such as ARM, CIC, CPCU strongly preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • Strong communication and negotiation skills.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.

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