Job Description
Job Description
TWFG is seeking an Associate Account Executive to support, train and help develop our network of independent agents by providing training and guidance with carrier appetites, systems and internal procedures. This role is ideal for an insurance professional looking for career growth while gaining hands-on experience with agent relationships, training, and product placement—building a foundation toward advancement to an Account Executive role.
Key Responsibilities
- Support agents with carrier appetite and business placement guidance
- Deliver training on systems, workflows, and carrier guidelines
- Stay current on carrier products, pricing, and industry changes
- Conduct follow-up with new branches and assist with ongoing development
- Complete semi-annual appointment reviews and identify growth opportunities
- Encourage agent participation in webinars and training sessions
- Document and track activity in CRM
- Work with agents to achieve audit compliance
Qualifications
- 3+ years of P&C insurance experience
- Active P&C license
- Experience quoting, binding, and servicing policies in the Independent Market
- Familiarity with AMS and comparative raters (EZLynx a plus)
- Strong communication and relationship-building skills
Compensation:
In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:
- Medical/Dental/Vision Insurance
- Life Insurance
- 401K with a matching component
- LTD – (employer paid)
- Education reimbursement based on tenure
- Paid Time Off
- 9 Paid Holidays a year
Why Join TWFG?
- Clear path for career growth and advancement
- Exposure to carrier partnerships and agency operations
- Collaborative, agent-focused culture
TWFG – Our Policy is Caring!
The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide. If you are interested in joining the next generation of insurance professionals, you have found the right place.
Equal Employment Opportunities
TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.
Disclaimer
This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.
Company Description
The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.