Sales role at DataGuard managing B2B SaaS solutions for SMB and Midmarket clients. Driving business growth and managing the sales process end - to - end.
About the role
- Account Executive managing key client relationships and supporting producers at Risk Services of Louisiana. Driving success within the Commercial Lines team in Houston, TX.
Responsibilities
- Support producers with client strategy, coverage analysis, presentations, and risk management recommendations.
- Manage and strengthen relationships with high-value or complex accounts.
- Assist with account rounding, cross-selling, and identifying new business opportunities.
- Coordinate coverage reviews, policy servicing, and technical support for new and renewal accounts.
- Stay current on market trends, pricing, and carrier products.
- Lead weekly team huddles and collaborate on market selection and renewal strategy.
- Assist with escalated service issues and support insureds with claims.
- Mentor Account Managers and help promote a high-performance team environment.
Requirements
- Minimum 5 years’ experience as a Commercial Account Manager or Producer.
- Active Property & Casualty license.
- Strong communication, relationship-building, and problem-solving skills.
- Ability to analyze coverage, interpret insurance documents, and effectively support client needs.
- Industry designations preferred:
- • Certified Insurance Counselor-CIC
- • Certified Risk Manager-CRM
- • Chartered Property Casualty Underwriter CPCU
Benefits
- Competitive salary and growth opportunities.
- Comprehensive benefits: Medical, dental, vision, life, and disability coverage.
- 401(k) with company match.
- Paid time off for vacation, sick days, and holidays.
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