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Strate Insurance Group- a Main Street Insurance Group Partner · 4 months ago

Senior Commercial Lines Account Executive

Keyes - 5900 Tamarac, Tamarac, FL, US

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Strate Insurance Group, Inc. is one of the leading insurance agencies in South Florida, specializing in various insurance lines. The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers with new business, and providing excellent client service.

Auto InsuranceCommercial InsuranceHealth InsuranceLife Insurance

Responsibilities

Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing

Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients

Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes

Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses

Create and maintain accurate insurance applications and submission documents for carrier review

Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients

Collaborate with producers in developing and presenting client proposals

Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations

Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions

Perform additional duties as assigned

Qualification

Florida 2-20 LicenseCommercial Lines InsuranceAgency Management SystemsMicrosoft Office SuiteRisk Assessment TechniquesVerbal CommunicationWritten CommunicationOrganizational SkillsTime ManagementAttention to Detail

Required

Active Florida 2-20 General Lines License (Property & Casualty) required

Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market

Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes

Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight

Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems

Excellent verbal and written communication skills, along with strong organizational and time management abilities

Highly self-motivated and capable of working independently with minimal supervision

Demonstrates exceptional attention to detail and accuracy in all work

Committed to maintaining confidentiality of financial, employee, and client information

Preferred

Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable

Familiarity with risk assessment and risk management techniques

Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency