Commercial Insurance Account Executive

Within JM&A Group, Fidelity Insurance Agency is actively seeking a dynamic and results-driven Commercial Insurance Account Executive with a wealth of Property and Casualty expertise to join our exceptional team. Your mission? To champion our automotive client partners, ensuring their insurance needs are met with precision and care.

As an Account Executive, you’ll be the architect of protection, crafting tailored solutions that shield our client partners from risks. Picture yourself orchestrating seamless coverage, collaborating with our automotive partners, and navigating the intricate landscape of policies.

Responsibilities

• Oversee ongoing account service activities
• Lead, present, and participate in meetings with client partners
• Review and deliver summary, proposals, and policies
• Coordinate activities on accounts
• Meet regularly with the Sales Executive to update, advise, and inform
• Maintain current insurance summaries on all accounts
• Meet world-class client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Sales Executive
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage
• Coordinate coverage placement by managing the direction provided to the service team
• Deliver binders and invoices
• Manage all facets of the renewal process
• Initiate client contact and orchestrate renewal strategy meetings
• Gather renewal underwriting information
• Oversee the process of preparing and updating underwriting specifications
• Coordinate coverage placement through instructions provided to the support team to review and deliver binders, invoices, etc.
• Advise, inform, and involve the Sales Executive, as required in the marketing process
• Prepare and deliver proposals
• Prepare all orders and instructions to the support team
• Manage expiration lists
  
  

Qualifications

• Bachelor’s degree required
• Commercial Insurance Experience required
• Maintain a valid unrestricted Florida license and a valid Driver's license
• The ideal candidate would have 3+ or more years of experience is required, or a minimum of 6 years of industry experience showing increasing responsibility directly related to the performance of the above duties
• Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations
• Excellent comprehension of insurance terminology, trends and factors within the industry, and the various lines of Business Insurance
• Proficiency with MS Office Software (Word, Excel, Outlook)
• AMS 360 experience preferred but not required
• Prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form
• Ability to present complicated information to a variety of interest groups in an unambiguous way, connecting with the group in terms of style and content
• Franchise Dealership Experience preferred but not required
  
  

The pay range for this position is $41,600-$119,963. Actual base pay will be determined by factors including candidate experience and qualifications, education and work location. At JM Family, we offer an extremely competitive benefits package tailored to your needs and those of your family. Beyond base pay, this position is eligible for an annual discretionary bonus as well as participation in our robust retirement plans including 401k, profit sharing and pension. Yes, you read that right, a pension plan! We offer medical, dental and vision insurance, as well as flexible spending accounts. We also provide access to emergency backup care and family support services, supplemental life insurance, a lifestyle spending account, parental leave and paid time off. During your interview process, our talent team can fill you in on the details of our benefits and career development opportunities.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.