Account Executive, Commercial Insurance (Orlando)

Account Executive, Commercial – Job Description

Position Summary

The Account Executive is responsible for delivering exceptional service and operational support to Hatcher 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 role reports to the P&C Practice Leader and works collaboratively with Producers and internal business partners.

Key Responsibilities

Delivering an Exceptional Client Experience

·        Serve as the primary day-to-day contact for assigned clients.

·        Respond promptly and professionally to inquiries and service requests.

·        Build relationships with clients, carriers, and internal stakeholders.

·        Research and resolve issues.

·        Identify client experience improvements.

·        Escalate complex issues as needed.

·        Maintain confidentiality.

·        Managing Client Service and Account Administration

·        Manage assigned commercial insurance accounts.

·        Process endorsements, cancellations, reinstatements, and renewals.

·        Coordinate certificates and policy documentation.

·        Review policies for accuracy.

·        Maintain records in the agency management system.

·        Prioritize workload and deadlines.

·        Monitor outstanding items to completion.

Supporting Renewals and Marketing Activities

·        Participate in renewal strategy meetings.

·        Support renewal preparation and marketing activities.

·        Review renewal proposals and presentation materials.

·        Coordinate policy implementations and carrier transitions.

·        Identify coverage gaps and risk management opportunities.

Accountability

·        Deliver exceptional client service.

·        Maintain quality and accuracy.

·        Support seamless execution during growth and change.

·        Build trusted collaborative relationships.

·        Demonstrate sound judgment and ownership.

Qualifications

Required

·        2+ years of experience in P&C account management, insurance, risk management, or financial services.

·        Active P&C Insurance license or ability to obtain licensure after hire.

·        Experience supporting commercial insurance clients.

·        Working knowledge of commercial insurance products and processes.

·        Proficiency with Microsoft Excel.

·        Strong written and verbal communication skills.

·        Ability to work independently and on a team.

Preferred

·        Experience with Applied Epic, AMS360, or similar systems.

·        Experience supporting middle-market or large commercial clients.

·        CISR, CIC, CRM, or similar insurance designations.

Key Competencies

·        Client Service Excellence

·        Ownership & Accountability

·        Analytical Thinking

·        Collaboration & Communication

·        Process Improvement

·        Change Agility

·        Business Acumen