Insurance Account Executive

📌 Core Information

🔹 Job Title: Insurance Account Executive

🔹 Company: Franklin Street

🔹 Location: Tampa, Florida, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 10+ years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Supporting producers and agents.
• Managing and nurturing client relationships.
• Ensuring seamless delivery of insurance services.
• Working within a corporate environment to strategize new business opportunities.

ASSUMPTION: The role focuses heavily on client relationship management and strategic planning to expand client portfolios, drawing from the candidate's extensive industry experience.

📋 Key Responsibilities

✅ Collaborate with agents for strategic client planning, focusing on multi-family real estate risks.

✅ Evaluate client needs, including exposure and business changes, to recommend appropriate coverage.

✅ Communicate with clients and markets on strategic insurance matters.

✅ Market new and renewal business, developing comprehensive coverage proposals.

✅ Manage high-level service client relationships, providing expert advice.

✅ Review and assess existing client coverage to identify gaps and recommend new products.

✅ Prepare underwriting submissions and negotiate terms with carriers.

✅ Maintain accurate client records and conduct service quality reviews.

✅ Mentor team members to foster professional growth.

ASSUMPTION: Assumed responsibilities require a balance of independent decision-making and collaborative work, utilizing significant professional experience to provide expert client solutions and team mentorship.

🎯 Required Qualifications

Education: Bachelor's degree in risk management or related field preferred.

Experience: Minimum of seven years in commercial insurance, preferably P&C specialty.

Required Skills:

• Florida 2-20 commercial insurance license or equivalent
• Advanced MS Office proficiency
• Analytical and problem-solving abilities

Preferred Skills:

• Experience with Multi-Family Unit Owners
• Proficiency in AMS 360 or similar software

ASSUMPTION: It is assumed that candidates will have robust analytical skills and technology proficiency to handle complex insurance portfolios effectively.

💰 Compensation & Benefits

Salary Range: Not specified, competitive industry rates expected.

Benefits:

• Medical, dental, and vision insurance
• 401(k) plans
• Paid time off and holiday pay

Working Hours: 40 hours per week with potential flexibility.

ASSUMPTION: The compensation package will likely be attractive to retain talent with mandatory benefits as per company standards.

📌 Applicant Insights

🔍 Company Context

Industry: Real Estate with a focus on Insurance

Company Size: 201-500 employees—indicative of a medium-sized company with room for individual recognition and growth.

Founded: 2006

Company Description:

• Offerings across real estate, capital, insurance, and property management.
• Focus on value-added solutions and customized client services.
• Highly collaborative environment leveraging cross-division resources.

Company Specialties:

• Tenant and landlord representation
• Valuation and investment sales
• Capital markets and project management

Company Website: http://franklinst.com/

ASSUMPTION: As a mid-sized company, Franklin Street likely offers dynamic growth opportunities through its diverse service offerings.

📊 Role Analysis

Career Level: Senior-level position tailored for those with an extensive industry background.

Reporting Structure: Reports to senior management, collaborating closely with agents and team members.

Work Arrangement: On-site role, fostering collaboration and immediate client service.

Growth Opportunities:

• Skill expansion through diverse client challenges
• Leadership opportunities in team and project management
• Access to ongoing industry education

ASSUMPTION: Growth will be driven by the diverse responsibilities and the potential for leadership in strategic client management.

🌍 Location & Work Environment

Office Type: Corporate office setting conducive to team collaboration.

Office Location(s): Multiple locations across Florida and in Atlanta and Nashville for broader opportunities.

Geographic Context:

• Located in vibrant economic city centers conducive to business growth.
• Ample networking opportunities with industry professionals.
• Access to a rich pool of real estate and insurance industry resources.

Work Schedule: Standard 40-hour workweek with expected on-site presence.

ASSUMPTION: Location in high-growth cities suggests a fast-paced work environment with ample networking opportunities.

💼 Interview & Application Insights

Typical Process:

• Initial application review
• Phone screening with HR
• In-depth interviews with management

Key Assessment Areas:

• Client management skills
• Insurance industry knowledge
• Problem-solving and analytical abilities

Application Tips:

• Highlight relevant insurance and client management experience
• Demonstrate familiarity with AMS 360
• Showcase problem-solving examples

ATS Keywords: Commercial Insurance, P&C Specialty, Client Relationship Management, AMS 360

ASSUMPTION: The competitive application process will focus on proven track records in insurance and client handling excellence.

🛠️ Tools & Technologies

• AMS 360 Insurance Software
• Microsoft Office Suite (Excel, Word, Outlook)
• Monday.com for project and task management

ASSUMPTION: Candidates are expected to be adept with industry software and general productivity tools to execute their duties efficiently.

👔 Cultural Fit Considerations

Company Values:

• Integrity and leadership
• Client-centric solutions
• Commitment to continuous improvement

Work Style:

• Collaborative teamwork
• Independent problem-solving
• Client-focused approach

Self-Assessment Questions:

• How do you prioritize multiple client needs?
• What strategies have you used to mentor junior team members?
• How do you stay updated with industry trends and software?

ASSUMPTION: The company likely values proactive communication, independent decision-making, and strong collaborative efforts among its employees.

⚠️ Potential Challenges

• Managing diverse client expectations
• Staying updated with market innovation and disruptors
• Working in a fast-paced dynamic environment
• Balancing independent judgment with teamwork

ASSUMPTION: Challenges may arise from the need for constant adaptability to market changes and client needs while maintaining high service standards.

📈 Similar Roles Comparison

• Stronger focus on multi-family real estate risks compared to typical account executive roles
• Higher degree of client engagement and relationship management
• Emphasis on mentorship and leadership even within account-focused roles

ASSUMPTION: The role differentiates itself with its unique client segment focus and potential leadership elements.

📝 Sample Projects

• Developing tailored insurance solutions for a new real estate client
• Leading a renewal negotiation with a complex multi-layered property program
• Implementing new client strategies based on market trend analyses

ASSUMPTION: Sample projects will involve comprehensive client analysis and negotiating skill sets that align with insurance market trends.

❓ Key Questions to Ask During Interview

• What are the key success metrics for this role?
• How does Franklin Street support ongoing learning and professional development?
• Can you describe the typical team dynamic the new hire will be entering?
• How are strategic goals communicated within the team?
• What challenges might the new hire face during the first six months?

ASSUMPTION: Asking about success metrics and team dynamics highlights preparedness and a commitment to aligning individual goals with company objectives.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through Franklin Street's Careers Page
• Ensure your resume emphasizes both management and technical skills
• Prepare for a background check and drug screening
• Research the company thoroughly to tailor your application
• Reach out proactively for networking opportunities within Franklin Street

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.