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Frank Winston Crum Insurance

Commercial Account Executive - Property and Casualty

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeClearwater, FL, USANo salary listedIn-person

About the Job

Requirements

  • Three years of commercial insurance sales, account management, or agency experience is preferred.
  • A Florida 2-20 General Lines Agent License is required, or the ability to obtain it within one year of employment.

Responsibilities

  • Support Lead Sales Executives and Account Managers throughout the sales and client servicing lifecycle to ensure a seamless client experience.
  • Prequalify new business opportunities by gathering underwriting information, evaluating eligibility, and preparing complete submissions for carrier marketing.
  • Market commercial insurance accounts, obtain competitive quotes, and prepare proposals for presentation to prospective and existing clients.
  • Coordinate the renewal process from submission through presentation and binding while ensuring timely communication with carriers and clients.
  • Build and maintain client relationships by responding to inquiries, processing endorsements, policy changes, certificates of insurance, binders, contract reviews, and other servicing requests.
  • Assist with new business sales activities by preparing quotes, coordinating follow-up activities, and supporting client meetings as needed.
  • Collaborate with carriers, underwriters, and internal business partners to secure appropriate insurance solutions and resolve service issues.
  • Maintain accurate client records, policy documentation, and agency management system information while ensuring compliance with agency standards.
  • Participate in client and carrier meetings and continuing education activities to strengthen client relationships and remain current on insurance products, markets, and industry trends.

Desired Qualifications

  • A professional insurance designation such as CIC, CPCU, AAI, ARM, CISR, or an equivalent designation is strongly preferred.

About the Company

Company size
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Total funding
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Founded
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