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