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 Fort Walton Beach, 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.