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