Commercial Account Executive

Posted 3 Hours Ago
Be an Early Applicant
Plano, TX
Mid level
Insurance
The Role
The Commercial Account Executive is responsible for managing and growing an assigned book of business through client relationship cultivation, overseeing renewals, and ensuring compliance with insurance operations. The role involves identifying coverage gaps, processing policies, supporting marketing, and adhering to agency guidelines.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is Seeking a Commercial Account Executive to join our growing team in Plano, TX.

The Commercial Lines Account Executive is responsible for the retention and growth of an assigned book of business.  The Account Executive builds relationships with clients and prospects to achieve client satisfaction.

How You Will Contribute

  • Cultivate relationships with clients, prospects, carrier partners, and teammates to drive retention and new business
  • Lead renewal process for assigned book of business
  • Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements
  • Identify gaps in coverage and advise client and prospective clients with options; work through complex coverage needs
  • Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
  • Help grow the assigned book of business through account rounding and referrals.
  • Support marketing and sales teams.
  • Follow agency guidelines, policies, and procedures.
  • Other duties as assigned.

Licenses and Certifications:

  • TX General Agents license, required

Skills & Experience to Be Successful

  • Strong technical knowledge of commercial lines insurance coverage.
  • 4+ years’ service/retail general agency experience.
  • Experience working with AMS 360 & ImageRight, preferred.
  • Proficient in Microsoft Office Suite

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Top Skills

Ams 360
Commercial Lines Insurance
Imageright
Microsoft Office Suite
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The Company
HQ: Daytona Beach, FL
2,391 Employees
On-site Workplace
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.

Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.

Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.

Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.

With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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