What are the responsibilities and job description for the Account Executive position at Jefferson Bank?
This position is being posted on behalf of our subsidiary; Sanger & Altgelt.
JOB FUNCTION:
The Account Executive is responsible for delivering exceptional service and strategic support for clients and producers. This role oversees account management, supports new business, and ensures accurate policy handling.
DUTIES & RESPONSIBILITIES:
- Manage and service assigned book of business
- Provide high-level client support and communication with both clients and carriers
- Prepare submissions, proposals, and renewal documentation
- Review policies, endorsements, and audits for accuracy
- Coordinate with carriers and internal teams
- Identify cross-selling and growth opportunities
- Maintain compliance and minimize coverage gaps
- Report Claims to insurance companies and monitor progression of claims
MINIMUM QUALIFICATIONS:
Work Experience
- 3 years of experience as an account executive at an insurance brokerage, with a book of business $1MM or greater
- Demonstrated ability to manage renewals and service accounts.
Preferred Experience (Optional)
- Prior experience in commercial or personal lines insurance.
- Familiarity with Texas markets and regional business communities.
- Existing book of business or established referral network.
- Bilingual abilities (Spanish preferred).
Supervisory Experience
- None required.
Education/Skills
- Active Texas insurance license (Property & Casualty required; Life & Health a plus).
- Strong attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
- Clear communication and strong follow-through
- Operational discipline and process adherence
- Problem-solving mindset and proactive approach
- Systems proficiency and comfort working across multiple platforms
Competency Requirements
- Ability to cultivate long‑term client partnerships.
- Drives new opportunities through networking and market engagement.
- Identifies client risks and recommends appropriate solutions.
- Manages multiple accounts, deadlines, and follow‑ups effectively.
- Makes decisions aligned with agency values and compliance standards.
Physical Requirements
- Ability to sit, stand, and work at a computer for extended periods.
- Occasional travel for client meetings, networking events, and community involvement.
Equipment/Machines/Software
- Agency management system (EPIC Management System preferred).
- Carrier quoting platforms and underwriting portals.
- Standard office equipment (computer, phone, headset).
- Digital communication tools (email, video conferencing).
Position Includes Driving
- Yes. Local travel to meet clients, attend events, or conduct onsite assessments may be required.
- Must maintain a valid driver’s license and acceptable driving record.
This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.
Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission’s Website To View The “Know Your Rights” Poster
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf