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Full-time
professional certificate
Posted 29d ago
~40 hrs/week
Responsibilities
The Account Executive manages day-to-day servicing for Property & Casualty clients, including policy changes, renewals, and carrier relationships. They serve as the primary contact to ensure exceptional client experience and accurate account administration.
Requirements
Requires 2+ years of experience in P&C account management or financial services and an active P&C Insurance license. Proficiency in Microsoft Excel and experience with commercial insurance products are essential.
Full job description
Summary
The Account Executive is responsible for delivering exceptional service and operational support to Hatcher’s Property & Casualty (P&C) clients. Working in partnership with the broader service and producer team, this role serves as a trusted day-to-day resource by managing policy service, renewals, carrier relationships, and account administration while helping clients protect their businesses and assets.
The Account Executive reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners.
In This Role, You Will Contribute By
Delivering an Exceptional Client Experience
Serve as the primary day-to-day contact for assigned Hatcher Property & Casualty clients.
Respond promptly and professionally to client inquiries and service requests.
Build and maintain strong relationships with clients, carrier partners, and internal team members.
Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution.
Identify opportunities to improve the client experience and communicate recommendations.
Escalate complex service issues to leadership when appropriate.
Maintain confidentiality of client information and business records.
Managing Client Service and Account Administration
Manage the day-to-day servicing of assigned commercial insurance accounts.
Process policy changes, endorsements, cancellations, reinstatements, and renewals.
Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation.
Review policies, endorsements, and carrier documents for accuracy and completeness.
Maintain accurate client records and documentation within the agency management system.
Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines.
Monitor outstanding items and follow through to completion.
Supporting Renewals and Marketing Activities
Participate in internal renewal strategy meetings.
Work collaboratively with renewal preparation and marketing activities.
Review renewal proposals for accuracy and assist in preparing client presentation materials.
Coordinate implementation of new policies and carrier transitions.
Assist in identifying coverage gaps or additional risk management opportunities for existing clients.
You may be a great fit if you:
Take pride in producing accurate, high-quality work and delivering exceptional client service.
Thrive in a collaborative, fast-paced, detail-oriented environment
Builds trusted relationships with clients, carrier partners, and internal partners.
Prioritizes competing demands while maintaining accuracy and meeting deadlines.
Communicate clearly and professionally, both verbally and in writing
Comfortable working with data, systems, and spreadsheets and pay close attention to detail.
Demonstrates strong analytical, critical thinking, and take a proactive approach to problem-solving and follow-through on client issues.
Adapt quickly to changing client needs and business priorities.
Required
2+ years of experience in P&C account management, insurance, risk management, or financial services.
Active P&C Insurance license, or the ability to obtain licensure within a specified timeframe after hire.
Experience supporting commercial insurance clients across multiple lines of coverage.
Working knowledge of commercial insurance products, policy administration, renewals, endorsements, certificates of insurance, and claims processes.
Proficiency with Microsoft Excel, including formulas, and data organization
Strong written and verbal communication skills
Ability to work effectively both independently and as part of a team
Preferred Qualifications
Experience working with agency management systems such as Applied Epic, AMS360, or similar platforms.
Experience supporting middle-market or large commercial clients.
Insurance designations such as CISR, CIC, or CRM are a plus.
Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.