Account Executive, Insurance (AVP/VP) - Texas

American Global

$110K — $130K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of property and casualty insurance experience
  • Proficiency in Applied Epic, Microsoft Office, and Adobe Pro
  • Strong written and verbal communication skills
  • Attention to detail and problem-solving capabilities
  • Ability to drive strategy and embrace industry change

Responsibilities

  • Serve as the primary contact for clients
  • Manage a proactive book of business and monitor expirations
  • Identify clients' risk management needs and recommend solutions
  • Lead a team, focusing on their training and development
  • Present tailored solutions and strengthen competitive differentiation
  • Cultivate relationships with local underwriters and industry influencers
  • Maintain ongoing communication for top-tier customer service

Benefits

  • Comprehensive benefits package
  • Collaborative and innovative work environment
  • Focus on continuous learning and professional development
  • 401k with above-average employer match
  • Support for work/life balance including flexible arrangements
  • Education and student loan assistance options
Full Job Description

About the Role

We are seeking an experienced Account Executive to join our growing Insurance team in Texas, based in either our Houston/The Woodlands or Dallas/Plano office. This is an opportunity to join a collaborative, construction-focused team and play an important role in strengthening client relationships and supporting continued growth across the Texas market.


The position may be structured at the AVP or VP level, depending on the candidate’s experience, background, and scope of responsibilities.


KeyResponsibilitiesInclude

  • Serve asstrategic point of contact for client
  • Manage annual book of business and proactivelymonitorupcoming expirations
  • Identifythe risk management needs of clients and prospects;Develop and recommendappropriate productsand services; Work with client toidentifyunmitigated risks and cross-sell complimentary products and services
  • Manage a team of 1-5 depending on the office;Responsible for training and advancing the careers of their team
  • Present custom solutions to clients and prospects in a clear and professional manner; Clearly promote AmericanGlobalscompetitive differentiation in written and verbal presentations
  • Positively and proactivelyrepresentsAmerican Global in meetings, seminars, trade shows, networking events, industry associations, organizations,boardsand charities, asappropriate.
  • Prepare, analyze,executeand/or approve critical business documents,including but not limited to:Client fee agreements,Renewal letter requests,Coverage quotes,Book of business production reportsand in-depth data analyses.
  • Cultivate local underwriting relationships to support company visibility and credibility in the construction insurance marketplace. Maintain knowledge of carrier underwriting appetites and contacts and recommendappropriate marketsfor client programs
  • Analyze client risk profile and develop marketing strategy with the team and client
  • Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
  • Supports team in response to requests for proposals (RFP)
  • Actively lead account management staff in annual stewardship process, pre-renewal process, final renewal delivery, and other significant account management services for assigned client book of business
  • Developrelationships with centers of influence (Including but not limited to attorney partners, bankers, CPAs)
  • Identifykey individuals within the client's organization and build andmaintaineffective and sustainable relationships
  • Effectively delegate tasksandassistteam members to balance workloads when needed
  • Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service.
  • Maintain insurance license & CE requirements
  • Additionalresponsibilities asrequired

Skills & ExperienceThatLeadto Success:

  • Time management and ability to prioritize work
  • Attention to detail
  • Problem solving skills
  • Professional written and verbal communication
  • Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
  • Strong technical property and casualty knowledge, typically5 to 7+years industry experience.
  • Ability to drive strategy
  • Embrace change and innovation as the industry evolves
  • Demonstrate strong knowledge of competitors to aid in company prospecting efforts
  • Demonstrateproficiencyin the sales discovery process (due diligence)

Additional/Preferred Qualifications:

  • Valid driver’s license and reliable transportationrequired
  • Ability to travel asrequired

What You Can ExpectFromUs:

  • Comprehensive Benefits Package
  • Collaborativeand innovativeenvironment
  • Culture of continuous learning and professional development
  • Competitive salary package
  • 401k withabove-averageemployer matchofup to 5% of your salary
  • Leadership training and support
  • Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
  • Education and Student Loan Assistance

Similar Jobs

More Jobs at American Global

More Finance & Insurance Jobs

Find similar Account Executive, Insurance (AVP/VP) - Texas jobs: