Senior Commercial Lines Account Executive

About UsThe 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 Murray Keyes and his sons, Carey and Kenneth. Since then, this third-generation, family-owned agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Personal Lines Insurance, Employee Benefits and Business Insurance.Senior Commercial Lines Account ExecutiveJob 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 satisfactionMarketing & placement of renewal accounts as appropriateAchieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client serviceJob Description: Interface with carrier representatives, prospects/clients, and support staff to ensure that all parties receive necessary information in a complete and timely manner to ensure successful sales performance.Assist in managing and providing technical service and expertise for property and casualty insurance accounts.Interface with prospects/clients via various modes of communication (written, email, face-to-face, phone, other).Input all notes according to outlined procedures of client/producer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.Other duties as assigned.New Business: Prepare, gather, and complete accurate client submissions for the insurance carriers including, but not limited to compiling Construction, Occupancy, Protections, and Exposures (COPE) Information, Loss Runs, Surveys, Claims Analysis of the insured exposures.Work with producers to assist with quotes, explaining complex coverage issues and assist with presentation of proposals.Create and/or update applications and submissions for the insurance carriers.Negotiate the best terms and conditions with the Carriers for our clients.Document all material conversations with insured and/or carriers regarding exposures and coverages.Create and/or present client proposals with Producers.Basic Requirements:Must have a current Florida 2-20 General Lines License (Property & Casualty)Minimum of 3 years' experience working with the South Florida Commercial Lines Insurance MarketThorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codesExperience with an insurance agency management system, preferably Vertafore AMS360 and ImageRightExperience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systemsExcellent time management, organizational and verbal and written communication skillsHigh degree of self-motivation and self-directionKeen attention to detailConfidentiality of financial, employee, and consumer informationMust be able to work with occasional instruction and supervisionPreferred Requirements:Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorableFamiliarity with risk assessment and risk management techniquesExtensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agencyHours: Monday-Friday, 8:30am-5:00pmOffice Location: 5900 Hiatus Road, Tamarac, FL 33321Benefits:Competitive SalaryHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo 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.

Created: 2025-01-15