PG Account Executive Team Lead - Financial Services

Location: Dallas, Texas, United States

Company

hirify.global provides insurance brokerage and risk management services for commercial customers.

What you will do

• Set priorities, develop work plans, and coordinate department workloads and schedules.
• Support and direct account management staff, answer questions, and resolve routine coverage and workload issues.
• Manage complex commercial property and casualty accounts, including renewals, quality control, coverage analysis, and loss exposure recommendations.
• Develop and monitor customer service plans aligned with clients’ business and risk management goals.
• Advise customers on renewals, coverage products, and risk control approaches while supporting marketing and new business development.
• Manage client relationships, coordinate servicing across sales and account development, support Program Managers, and respond to clients and underwriters.

Requirements

• 7+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• Must hold or obtain Property & Casualty and/or appropriate business licensure.
• Experience managing complex commercial property and casualty accounts.
• Experience developing and maintaining relationships with customers and prospects, and marketing effectively to carriers and customers.
• Working knowledge of Microsoft Office products.
• Excellent verbal, written, and interpersonal communication skills.
• Solid problem-solving skills and the ability to understand customer needs and recommend solutions.
• Ability to work effectively in a team environment and across organizational levels.

Nice to have

• Prior supervisory experience and the ability to manage others effectively.

Culture & Benefits

• Full-suite benefits include medical, wellness, dental, and vision coverage.
• Financial benefits include 401(k), flexible spending and health savings accounts, disability coverage, and life insurance.
• Paid time off, paid family leave, and paid holidays are offered.
• Benefits include employer-sponsored and voluntary programs supporting diverse employee needs.