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Commercial Lines Account Executive

Oklahoma City, Oklahoma
Remote Working
Remote Working
Job Type
1 Aug 2022
We have a business with purpose and are looking for passionate, innovative people like you to join our team! INSURICA has built a rewarding environment for Colleagues and continues to uphold our solid customer pledge by "Specializing in You".

INSURICA has over 650 employees across 4 time zones, 10 states, and 30+ locations nationwide. We are among the 50 largest insurance brokers in the US and are currently the 23rd largest privately held independent agency in the country.

We take pride in our welcoming and diverse culture, internal growth opportunity, and robust compensation and benefit package. INSURICA provides our Colleagues with cutting edge resources, tools, and support so that we can be the best at what we do.


The Account Executive is responsible for assisting in the production of new and renewal accounts in keeping with agency and individual producer goals and to provide in-depth risk management support of high-profile customers.


Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as targeted mix of business, underwriting guidelines, and volume commitments

Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service problems including research for compliance and industry changes that affect the customer and the policies in force

Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed, including but not limited to due diligence on the behalf of the customer for mergers and acquisitions

Negotiate with the insurance companies for the most proper coverage options

Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects including but not limited to Stewardship Reports and RFP s

Ability to conduct renewal meetings with customer in behalf of producer

Ability to present renewal proposals independently of producer

Keep abreast of all new sales programs

Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions

Refer current and prospective clients to Employee Benefits Department and to Personal Insurance Department for solicitation of those lines of business

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Provide team leadership skills for Senior Account Managers, Account Managers and assist in Mentoring program established by Department Manager

Assist Department in meeting annual training goals for over-all department education

Perform other duties as requested


Adherence to company policies and procedures

Ability to perform job responsibilities through acceptable attendance

Must be a self-starter and creative with excellent interpersonal and communication skills, both verbal and written
Ability to influence others
Must be a team player and willing to find and negotiate win-win solutions for our customers, companies, and Agency
Must possess good presentation skills
Strong analytical and problem-solving skills a must
Must have strong computer skills, Intermediate/Advanced level of Excel and Word, able to prepare Power Point presentations and be able to effectively utilize the Agency s management systems

Resident Insurance Agent/Producer License for Oklahoma - Property and Casualty
College degree preferred; CPCU, CIC/CRIS/CRM/ARM designations. Minimum 10 years insurance experience as Account Manager or Senior Account Manager required with strong experience in agency operations of commercial lines and surety coverages, field underwriting for carrier appetites, marketing and rating
Proven experience working with large commercial lines customers, high profile customers
Average size book estimated $600,000 + - revenue
Adherence to Company policies and procedures
Ability to fulfill job responsibilities through acceptable attendance

Fast-paced multiple tasking, high disruption and ever-changing environment
Ability to perform 80% sedentary work exerting up to 10 pounds of force occasionally and negligible force frequently
All requirements may be modified to reasonably accommodate physically or mentally challenged employees


This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions of the risk management department. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

Job Type: Full-time

401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid jury duty
Paid time off
Paid training
Parental leave
Tuition reimbursement
Vision insurance
Work from home
8 hour shift
Monday to Friday
Supplemental Pay:
Bonus pay

High school or equivalent (Preferred)

Commercial Lines Account Management: 6 years (Preferred)

Property & Casualty License (Required)

Work Location: One location
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  • Job Reference: 674021955-2
  • Date Posted: 1 August 2022
  • Recruiter: INSURICA
  • Location: Oklahoma City, Oklahoma
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent