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Account Management Jobs in Plano, TX

Senior Account Executive

King'S Insurance Staffing

Plano, Texas

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JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Detail Oriented, Documentation, Establish Priorities, Insurance, Insurance Underwriting, Leadership, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Process Development, Process Improvement, Record Keeping, Retail, Retail Management, Risk, Sales Management, Time Management, Underwriting, Writing Skills
LOCATION
Plano, Texas
POSTED
30+ days ago
Our client is seeking a detail-oriented Senior Account Executive to support their Program Group underwriting team. This role serves as a key right-hand partner to the Lead Underwriter, helping manage and triage inbound submissions from retail agents, identify viable opportunities, and support the underwriting process from intake through decision. This is a high-visibility role ideal for someone looking to grow into a more advanced underwriting or account executive position over time.
 
Key Responsibilities:
  • Review, triage, and manage inbound submissions from retail agents, filtering opportunities based on program appetite and underwriting guidelines.
  • Conduct initial risk reviews to determine submission completeness, eligibility, and overall viability prior to underwriter review.
  • Serve as the primary support partner to the Lead Underwriter, assisting with file preparation, follow-ups, and workflow management.
  • Communicate directly with retail agents to request missing information, clarify exposures, and follow up on pending submissions.
  • Organize and prioritize submission flow to ensure timely underwriting review and responsiveness to agents.
  • Prepare underwriting files, summaries, and supporting documentation to facilitate efficient underwriting decisions.
  • Track submission status, document activity, and maintain accurate records within underwriting systems.
  • Support renewal preparation, endorsements, and ongoing servicing as needed.
  • Assist in identifying process improvements to help reduce bottlenecks and improve submission turnaround times.
  • Collaborate closely with underwriting leadership to ensure alignment with program goals and risk appetite.
 
Requirements:
  • 2+ years of experience in an underwriting support, underwriting assistant, or similar insurance role (program business preferred).
  • Strong understanding of commercial insurance submissions and underwriting workflows.
  • Experience working with retail agents and managing high submission volume.
  • Excellent organizational skills with the ability to prioritize and manage competing deadlines.
  • Strong written and verbal communication skills, particularly in agent-facing correspondence.
  • Detail-oriented with the ability to evaluate submissions for completeness and accuracy.
  • Proficient in Microsoft Office and underwriting/agency management systems.
  • Desire and aptitude to grow into a more advanced underwriting or account-focused role over time.
 
Salary & Benefits:
  • $65,000 – $75,000 base salary
  • Bonus opportunities available
  • Competitive benefits package
  • Long-term growth potential within underwriting or account leadership tracks

About the Company

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King'S Insurance Staffing

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