What are the responsibilities and job description for the Senior Commercial Lines Account Executive position at Keystone Agency Partners LLC?
About Us
The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.
Senior Commercial Lines Account Executive
Job Summary:
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
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.
Basic Requirements:
- 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 Requirements:
- 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.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)
Office Location: 5900 Hiatus Road, Tamarac, FL 33321
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.