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.
