Commercial Lines Account Executive

About Legacy Insurance Solutions, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions (Legacy) was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: The Commercial Lines Account Executive plays a critical role in driving business development, strengthening client relationships, and growing the commercial book of business. This is a client-facing, consultative sales role that balances new business generation with account stewardship and strategic risk management.

Work Arrangement: This is a full-time position working in our office located in Tallahassee or Palm Beach Gardens, Florida.

Professional Responsibilities:

• Prospect Development: Identify, qualify, and pursue new business opportunities through targeted outreach and networking.
• Client Engagement: Build and maintain strong client relationships, serving as their trusted advisor on commercial insurance needs.
• Coverage Design: Assess client operations and exposures to recommend tailored coverage strategies.
• Policy Placement: Collaborate with underwriters and carriers to place new and renewal policies that align with client objectives.
• Cross-Selling: Identify and pursue cross-line opportunities to deepen account value and service.
• Sales Execution: Present quotes, negotiate terms, and close deals while meeting or exceeding performance targets.
• Contract Review: Evaluate client agreements for insurance implications and recommend risk-mitigation strategies.
• Account Stewardship: Ensure a high level of service and retention through ongoing account monitoring and client support.
• Claims Support: Assist clients with claim reporting and follow-up to ensure timely and fair resolutions.
• Market Intelligence: Stay attuned to industry trends, carrier appetite shifts, and competitor movements.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications and Requirements:

• Licensing: Active Florida 2-20 Property & Casualty Insurance License required.
• Experience: 3+ years in a commercial insurance sales or account executive role, preferably in an agency setting.
• Education: Associate or Bachelor’s degree in Business, Marketing, Risk Management, or related field preferred.
• Certifications: Professional designations such as CIC, ARM, or CRM a plus.
• Product Knowledge: Strong understanding of commercial lines products, coverage structures, and underwriting principles.
• Systems: Proficient in EPIC, CRM platforms, and Microsoft Office Suite.
• Communication: Excellent verbal and written communication skills, with the ability to influence and educate clients.
• Client Service: Proven ability to deliver high-touch, empathetic service that builds trust and loyalty.
• Organization: Highly organized and detail-oriented, able to manage a dynamic workload and prioritize effectively.
• Collaboration: Team-oriented with a track record of partnering cross-functionally to achieve goals.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies,