This position is being posted on behalf of our subsidiary;

Sanger and 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 and 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 and Casualty required; Life and 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 drivers 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 a VEVRAA Federal Contractor and desires priority referrals of protected veterans.

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

Copy and paste the link below to be redirected to the Equal Employment Opportunity Commission's website to view the Know Your Rights Poster:

JEFFERSON STATE BANK jobs

Account Executive (Req 1552)