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Commercial Lines Account Executive
Fort Walton Beach, FL
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Harrison Gray Search has partnered with a leading firm seeking a highly skilled Account Executive to join their Commercial Lines Department. This critical role involves managing clients' commercial property and casualty insurance and risk management needs. We are looking for a detail-oriented professional with a strong P&C background, exceptional client service skills, and a proven ability to maintain strong relationships with both clients and carriers.


Office: Local candidates will be given priority for their hybrid schedule (3 days in office, 2 days remote). However, our client is open to reviewing remote candidates from Ohio, North Carolina, South Carolina, New Mexico, Alabama, and Colorado.


Core Responsibilities

  • Client Servicing: Handle all day-to-day servicing tasks, including policy change requests, audits, reconciliations, certificates of insurance, evidence of property, renewals, client proposals, and invoicing.
  • Risk Consultation: Develop a deep understanding of clients’ businesses and risk management needs to provide informed coverage recommendations.
  • Documentation & Compliance: Maintain accurate transaction records in agency management systems and adhere to all agency workflows and procedures.
  • Carrier Relations: Foster and maintain positive relationships with carrier contacts and underwriters.
  • Specialty Programs: Service loss-sensitive and captive insurance programs, and facilitate client claims reporting.
  • Business Development: Work on new business accounts independently or with the marketing team.
  • Presentation & Collaboration: Prepare and present client and carrier-facing documents using Microsoft Word. Attend and actively participate in client and carrier meetings, both virtually and in-person.


Qualifications & Requirements

  • Minimum 3+ years of experience handling mid-to-large commercial P&C insurance clients.
  • Must hold a 220 Agent License in the State of Florida (or equivalent in the state of residency).
  • AMS 360 & Image Right preferred
  • College degree preferred.
  • A professional designation, such as AAI, CIC, CRIS, CPCU, is a plus or willingness to obtain.


Skills and Abilities

  • Strong technical knowledge of commercial property and casualty insurance.
  • Excellent verbal and written communication skills.
  • Highly organized with strong attention to detail and the ability to manage multiple tasks efficiently.
  • Proficiency in Microsoft Office (Word) and the ability to learn new software quickly.
  • Ability to work a full-time schedule at the client's facilities and travel for business as required.
  • Must be able to sustain prolonged periods of sitting at a desk and working on a computer.


Benefits

  • Medical, Dental, and Vision Insurance
  • Employer-Sponsored Life Insurance
  • Long-Term Disability & Employer-Sponsored Short-Term Disability

Financial

  • 401(k) with Company Match

Work-Life Balance

  • Generous Paid Time Off (Starts at 4 Weeks)
  • Additional Volunteer PTO to Give Back to Your Community


EEOC Statement: Our client is an equal employment opportunity employer, committed to fostering an inclusive and diverse work environment.


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