About Legacy, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: The Commercial Lines Account Executive is responsible for identifying prospects, fostering relationships, and expanding the Agency’s client base within the Commercial Lines sectors. This position is responsible for selling and servicing both new and existing accounts, meeting and exceeding annual goals and objectives, and leveraging cross-market opportunities to increase policy counts. The Commercial Lines Account Executive helps to assess clients’ needs, determine appropriate coverage, and implement strategies to mitigate risks associated with their operations.

Work Arrangement: This is a full-time position working in our office located in Tallahassee or Palm Beach Gardens, Florida.

Professional Responsibilities:

• Build and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
• Identify and manage risks associated with company operations, including financial, operational, technology, and compliance related risks. Develop risk management strategies tailored to client needs.
• Evaluate and recommend changes to clients for improving internal controls and operational procedures and guidelines.
• Inspect properties to evaluate overall condition and determine insurance risk. Create customized insurance programs to suit individual customer needs based on property assessments.
• Sell insurance policies to new clients and provide exceptional service to existing accounts, ensuring client satisfaction and retention.
• Create and present sales quotes to clients to assist them in selecting the most suitable options.
• Implement contract review for clients for insurance and other risk-related issues.
• Identify opportunities within existing accounts to cross-market and upsell additional insurance policies to meet clients’ evolving needs.
• Meet or exceed sales goals and objectives established in annual performance reviews through strategic planning and proactive sales efforts.
• Utilize market research and networking skills to identify potential client within the target market segments.
• Manage prospects throughout the sales cycle, from initial contact to closing deals, maintaining a robust pipeline of potential clients.
• Report new claims and follow up on existing claims to ensure timely resolution for clients.
• Proactively contact prospects via calls, emails, and meetings to maximize sales opportunities. Attend industry related networking events to expand the client base and build professional relationships.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications and Requirements:

• 3 or more years of experience in a sales or account management function.
• Associate or Bachelor’s Degree in Business Administration, Marketing, Finance, or a related field.
• Florida Property and Casualty Insurance License.
• Previous experience working in sales at a Property and Casualty Insurance Agency preferred.
• Professional Certifications, including CIC, ARM, or CRM preferred.
• Possess a comprehensive knowledge of commercial lines insurance products, coverages, policies, procedures, and underwriting principles.
• Ability to identify areas of improvement and implement innovative solutions to optimize processes, streamline operations and workflow efficiency.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Experience in building and maintaining strong client relationships and understanding clients’ unique needs.
• Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.
• Excellent written and verbal communication skills to effectively convey information clearly and transparently.
• Detailed-oriented and organized with excellent project management abilities.
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, EPIC Agency Management System, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.