Commercial Lines Account Executive

The Liberty Company Insurance Brokers is a rapidly growing national insurance brokerage firm. We are looking for a skilled and reliable Account Executive to join our San Francisco Bay office. This role is perfect for someone with a background in Property & Casualty (P&C) insurance and strong experience working with construction, real estate, hospitality, ag and trucking industries.

We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Employees here can expect a competitive compensation, generous benefit package, PTO/holiday pay, paid training, continued education support, company sponsored stress management programs/activities, opportunities to give back to your local community, and more!

We are looking for our next entrepreneurial minded Account Executive to join our growing Commercial Lines team! At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!

Position Summary:

Employee uses their qualifications, experience, expertise, judgment and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company. Assists clients with obtaining/renewing insurance coverage for clients on terms and at prices that are competitive and appropriate. Assists in managing all aspects of relationships with clients, including administration, marketing, customer service, and receivables. Assists in managing all aspects of appointments with carriers, including assisting with audits, memos and updates.

Primary Responsibilities:

• Primarily responsible for middle market commercial lines accounts.
• Prepare submissions for Company accounts, including for new/renewal business, market Company accounts as appropriate, and prepare and present proposals to Company accounts, including on-site meetings as appropriate.
• Prepare change requests for Company and Company accounts
• Review audits, policies and endorsements for accuracy.
• Initiate new account files in AMS360.
• Invoice Company accounts (agency bill transactions)
• Assist Company and carriers with collections.
• Assist Company with carrier audits, including audit disputes.
• Prepare and implement marketing strategies, particularly with respect to upcoming expirations (within 120 days).
• Manage account cancellations as appropriate, including communicating with carriers and clients to address cancellations, ensure continuation of coverage, and mediate any issues or disputes related to cancellation.
• Manage carrier memos and process updates.
• Manage Company account requests, including requests for ID cards, evidence of property, certificates of insurance, binders, and policies and related documents.
• Evaluate Company accounts exposure and risk in determining appropriate markets for obtaining quotes.
• Use experience, expertise, judgment and discretion in selection of carriers for Company accounts.
• Obtains quotes for coverage, negotiates with carriers regarding coverage terms and interprets coverage for clients.
• Evaluate and recommend additional coverage to Company clients based on client needs.
• Delegate assignments to administrative assistants, as appropriate.
• Manage Company accounts by, among other duties, keeping other team members fully informed of all important activi