Franklin Street is currently seeking an Insurance Account Executive to join our team in Tampa, FL.
The ideal candidate must possess seven years of experience supporting a commercial insurance business, preferably in the P&C specialty area. Additionally, an active Florida 2-20 commercial insurance license or equivalent is required. If not residing in Florida, will be required to obtain a non-residence Florida license. AMS 360 proficiency or similar industry software experience and working with multi-family unit owners is a plus.
Position Overview:
The Insurance Account Executive role is responsible for supporting producers/agents, managing client relationships, and ensuring the seamless delivery of insurance services. The Account Executive will leverage best practices, exercise independent judgment, and serve as a resource for both clients and internal teams. This position will work in a corporate office.
- Collaborates with Agent to drive strategy planning process focusing on new business client opportunities. Clientele focused on Multi-Family Real Estate risks.
- Evaluates exposure changes, business changes, client goals and financial health of clients to make recommendations for coverage placement and stewardship planning.
- Possesses a sound understanding of market innovation and disruptors and the impact it could have on a client.
- Communicates with clients and markets related to matters of strategic significance.
- Markets new business and key account renewal opportunities to appropriate carriers. Including ability to build complex layered property programs.
- Manages day-to-day client relationships that require a higher level of service and serve as their insurance advisor by providing expert insurance advice and solutions to clients.
- Reviews existing coverage and identify gaps; recommend new or additional insurance products.
- Prepares submissions, gather underwriting data, and market new/renewal business.
- Markets risks ensure competitive pricing and comprehensive coverage.
- Coordinates with carriers and underwriters to negotiate terms and pricing.
- Prepares detailed, accurate, and tailored proposals and present, in person or via on-line, coverage options to clients.
- Maintains accurate client records in the agency management systems.
- Provides ongoing client support, including answering policy questions, and assisting with claim issues or reviews.
- Creation of and timely delivery of insurance presentations and documents to clients.
- Adheres to established agency best practices and workflows.
- Reviews prospects’ current insurance policies and exposures to offer improvements to programs and create opportunities for winning business.
- Exercises independent judgment in the management of accounts and problem-solving for client needs.
- Maintains clear, professional, and timely communication with Clients, Brokers, Underwriters, Internal teams, and Management.
- Fosters and maintains strong relationships with underwriters and brokers.
- Collaborates with producers and underwriters to deliver optimal client solutions.
- Prioritizes tasks effectively to manage deliverables and meet deadlines.
- Communicates proactively with clients regarding market conditions.
- Serves as a technical resource on insurance coverage for team members and clients.
- Supports corporate and departmental goals aligned with the company’s vision and values.
- Maintains a professional image, demonstrating integrity and leadership.
- Commits to continual self-improvement and ongoing education in insurance best practices.
- Mentors and support team members to promote their professional growth and development.
Requirements:
- 7+ years of experience supporting a commercial insurance business – preferably in the P&C specialty area strongly preferred.
- Experience with Multi-Family Unit Owners a plus
- An active Florida 2-20 commercial insurance license or equivalent. If not residing in Florida, will be required to obtain non-residence Florida license.
- Bachelor’s degree in risk management or other applicable areas of concentration is strongly preferred.
- AMS 360 proficiency or similar industry software experience a plus.
- Advanced proficiency in MS Office suite including Excel, Word, Outlook, Monday.com and related software required.
- Analytical ability is required to gather and summarize data for reports, find solutions to various problems, and prioritize work.
- Ability to work independently, manage multiple priorities, meet deadlines, and maintain a collaborative team environment.
- Strong written and verbal communication skills.
- Must be able to speak clearly and concisely.
- Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus.
- Must possess strong organizational skills.
- Strong knowledge of commercial insurance products, markets, and underwriting guidelines.
- Excellent communication, organizational, and client relationship management skills.
About Franklin Street:
Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.
Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.
Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.
Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.
Must be able to successfully pass pre-employment (post-offer) drug screen and background check.
Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.