This position is being posted on behalf of our subsidiary; Sanger & Altgelt.

JOB FUNCTION:

The Account Executive is responsible for delivering exceptional service and strategic support for clients and producers. This role oversees account management, supports new business, and ensures accurate policy handling.

DUTIES & RESPONSIBILITIES:

Manage and service assigned book of business
Provide high-level client support and communication with both clients and carriers
Prepare submissions, proposals, and renewal documentation
Review policies, endorsements, and audits for accuracy
Coordinate with carriers and internal teams
Identify cross-selling and growth opportunities
Maintain compliance and minimize coverage gaps
Report Claims to insurance companies and monitor progression of claims

MINIMUM QUALIFICATIONS:

Work Experience

3+ years of experience as an account executive at an insurance brokerage, with a book of business $1MM or greater
Demonstrated ability to manage renewals and service accounts.

Preferred Experience (Optional)

Prior experience in commercial or personal lines insurance.
Familiarity with Texas markets and regional business communities.
Existing book of business or established referral network.
Bilingual abilities (Spanish preferred).

Supervisory Experience

None required.

Education/Skills

Active Texas insurance license (Property & Casualty required; Life & Health a plus).
Strong attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Clear communication and strong follow-through
Operational discipline and process adherence
Problem-solving mindset and proactive approach
Systems proficiency and comfort working across multiple platforms

Competency Requirements

Ability to cultivate long‑term client partnerships.
Drives new opportunities through networking and market engagement.
Identifies client risks and recommends appropriate solutions.
Manages multiple accounts, deadlines, and follow‑ups effectively.
Makes decisions aligned with agency values and compliance standards.

Physical Requirements

Ability to sit, stand, and work at a computer for extended periods.
Occasional travel for client meetings, networking events, and community involvement.

Equipment/Machines/Software

Agency management system (EPIC Management System preferred).
Carrier quoting platforms and underwriting portals.
Standard office equipment (computer, phone, headset).
Digital communication tools (email, video conferencing).

Position Includes Driving

Yes. Local travel to meet clients, attend events, or conduct onsite assessments may be required.
Must maintain a valid driver’s license and acceptable driving record.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission’s Website To View The “Know Your Rights” Poster

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

Learn more about this Employer on their Career Site