Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role is pivotal in managing a significant book of business, focusing on large accounts across various industries. The ideal candidate will work closely with the owner and a dedicated account coordinator to ensure exceptional client service and seamless account management. This is a hybrid position, requiring in-office presence on Tuesdays and Thursdays, with the flexibility to work remotely on other days.

Compensation Package

• Base Salary: $125,000 - $150,000 annually
• Commission: Full commission on Personal Lines and Commercial Lines (40% new business, 30% renewal)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a $1M revenue book of business, focusing on large, multi-state accounts in industries such as automotive dealerships and manufacturing.
• Handle renewals, remarketing, and occasional new business development.
• Conduct onsite presentations and local travel (10-15% of the time) alongside the owner.
• Collaborate with carriers such as Travelers, Cincinnati, Liberty Mutual, Selective, Auto Owners, and Nationwide.
• Utilize the Epic Agency Management System to maintain accurate records and streamline workflows.
• Provide exceptional client service, ensuring satisfaction and retention.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Proven track record as an Account Executive managing large commercial accounts.
• Technical Skills: Proficiency in the Epic Agency Management System is preferred.
• Industry Knowledge: Familiarity with top carriers and experience handling complex, multi-state accounts.
• Soft Skills: Strong attention to detail, excellent communication skills, and a collaborative mindset.
• Work Environment: Ability to thrive in a hybrid work setting, with in-office presence on Tuesdays and Thursdays.

#LI-TR2

Commercial Account Executive (Hybrid)

Job Summary

Seeking a dedicated and professional Commercial Account Executive to join agrowing team. You will work closely with a Customer Service Representative (CSR) who will handle the service aspects, allowing you to focus on client engagement and business development. This position is ideal for a motivated individual who thrives in a respectful, growth-oriented environment with a strong emphasis on work-life balance.

Compensation Package

• Base Salary: $75,000 - $85,000 (flexible based on experience)
• Commission: Additional earnings on new business production
• Benefits: Comprehensive benefits package

Responsibilities

• Manage and maintain an existing book of business acquired through agency growth.
• Build and solidify relationships with clients to ensure retention and satisfaction.
• Collaborate with the CSR to ensure seamless service delivery.
• Identify and pursue new sales opportunities to grow the book of business.
• Conduct client meetings to understand their needs and provide tailored insurance solutions.
• Handle A-Z servicing of accounts, with a focus on renewals (90%) and new business (10%).

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2+ years in a similar role, preferably working with standard accounts.
• Technical Skills: Familiarity with HawkSoft software is a plus (training provided).
• Soft Skills:
  • Coachable and open to feedback
  • Flexible and adaptable to change
  • Hard-working and self-motivated
  • Strong interpersonal and communication skills
  • Client-focused with a commitment to excellence

#LI-CS1

New Business Marketing Executive

Job Summary

Seeking a dynamic and experienced New Business Marketing Executive to join a growing team. This role is pivotal in driving new business initiatives, primarily focusing on large commercial accounts within the real estate sector. The ideal candidate will bring a wealth of experience in commercial lines, a client-focused mindset, and the ability to thrive in a fast-paced, high-energy environment.

Compensation Package

• Salary Range: $140,000 - $170,000 annually
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Develop and manage new business opportunities, with a primary focus on large real estate accounts (over $100K in premium).
• Provide a "white glove" approach to client service, ensuring exceptional client satisfaction.
• Collaborate with the servicing team on large, complex renewals as needed.
• Quote and manage new and renewal business, with a primary emphasis on new business development.
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency.

Qualifications/Requirements

• Experience: Minimum of 10+ years in large commercial lines, with a strong focus on real estate accounts.
• Licenses/Designations: Property & Casualty (P&C) license required.
• Location Knowledge: Familiarity with the New York City boroughs and local real estate market is essential.
• Soft Skills:
  • Detail-oriented with a strong focus on accuracy and thoroughness.
  • Exceptional client-facing skills, with a passion for building and maintaining relationships.
  • Proactive and assertive, with the ability to handle challenges and.
  • Adaptable to a fast-paced environment and able to work effectively under pressure.
  • Strong work ethic with a "work hard, play hard" mentality.

#LI-JL1

Client Executive – Commercial Lines

Job Summary

Seeking a highly skilled and motivated Client Executive – Commercial Lines to join a team. This role is pivotal in managing and growing a portfolio of commercial clients through exceptional service, risk advisory, and sales activities. The ideal candidate will possess strong insurance expertise, consultative selling skills, and the ability to independently evaluate complex risks while balancing client retention and growth objectives. This position offers a high degree of autonomy and the opportunity to make a significant impact within an organization.

Compensation Package

• Base Salary: $50,000 – $70,000 annually + commissions
• Professional Development: Opportunities for continuing education and growth

Responsibilities

• Manage a portfolio of commercial clients by cultivating strong relationships, proactively identifying insurance needs, resolving service issues, and delivering exceptional client experiences to support retention and growth.
• Drive business growth by identifying and qualifying prospects through referrals, networking, and existing client relationships to generate new business opportunities.
• Conduct risk assessments and provide consultative recommendations regarding insurance coverage, policy structure, and risk management strategies.
• Coordinate all aspects of the policy lifecycle, including submissions, renewals, endorsements, cancellations, and coverage modifications, ensuring compliance with agency and carrier requirements.
• Maintain accurate and current client records, policy documentation, activity notes, and sales pipeline information within agency management systems and proprietary software platforms.
• Achieve established performance goals and key performance indicators (KPIs), including new business production, retention, cross-selling, and overall book growth.
• Develop and maintain strong relationships with carriers and underwriters, advocating for favorable coverage terms, conditions, and pricing.
• Collaborate with internal service teams, marketing personnel, carrier partners, and agency leadership to deliver comprehensive solutions and ensure a seamless client experience.
• Provide feedback on process improvements, service enhancements, market opportunities, and product development initiatives.
• Mentor and support Client Specialists and Client Managers as needed to strengthen team performance.
• Participate in continuing education and professional development activities to maintain expertise in commercial insurance products, industry trends, and regulatory requirements.

Qualifications/Requirements

• Active Property & Casualty Insurance License is required.
• Strong knowledge of commercial insurance and risk management practices.
• Proven sales, prospecting, and relationship-building skills.
• Excellent communication, negotiation, and presentation abilities.
• Ability to independently manage a book of business and sales pipeline.
• Proficiency with agency management systems, CRM platforms, and carrier portals.
• Strong organizational and time management skills.
• Commitment to professional development and staying current with industry trends and regulations.

#LI-CS1

Commercial Lines Account Executive

Job Summary

Seeking a dynamic and motivated Commercial Lines Account Executive to join the team. This role serves as the primary contact for commercial clients, managing insurance policies and ensuring a seamless customer experience. The ideal candidate is a proactive problem-solver with exceptional communication and relationship-building skills. This professional will work closely with clients, insurance carriers, and internal teams to deliver thoughtful and customized insurance solutions.

Responsibilities

• Develop and maintain strong, long-term relationships with clients, understanding their commercial insurance needs and providing tailored solutions.
• Serve as the main point of contact for clients, addressing inquiries, managing requests, and resolving issues with a focus on quality and efficiency.
• Collaborate with internal teams to prepare and present competitive quotes, proposals, and policy renewals for clients.
• Negotiate with insurance carriers to provide optimal coverage and pricing for clients while adhering to company guidelines and market standards.
• Effectively manage and process policyholders' coverage changes, claims, and other service requests.
• Stay up-to-date on insurance industry trends, market conditions, and regulatory changes to provide clients with sound advice and innovative solutions.
• Proactively identify cross-sell and upsell opportunities to meet client needs and support the company's growth objectives.
• Maintain accurate client and policy records in systems, ensuring all documentation and communications are up-to-date and compliant with company standards.
• Participate in networking events, industry conferences, and community engagement initiatives to promote the company’s brand.

Qualifications/Requirements

Minimum Qualifications:

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field, or equivalent work experience.
• A minimum of 3 years of experience working in commercial lines insurance, account management, or related roles.
• Proven track record of delivering excellent customer service and building lasting client relationships.
• Strong understanding of commercial insurance products, markets, underwriting, and policies.
• Active state insurance license or the ability to obtain one within the first 90 days of employment.

Skills & Competencies:

• Excellent verbal and written communication skills with the ability to convey complex information in an accessible manner.
• Strong analytical and organizational skills, with an emphasis on attention to detail.
• Proficiency in Microsoft Office Suite and experience with insurance management software.
• Ability to work both independently and collaboratively in a fast-paced, deadline-driven environment.
• Outstanding negotiation, persuasion, and problem-solving capabilities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TR2

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a team. In this role, you will manage a portfolio of 50-75 commercial clients, ranging from $2,500 to $75,000 in revenue. You will serve as the primary relationship manager and insurance advisor, overseeing all aspects of account management, from renewal planning to policy delivery and ongoing service.

The ideal candidate is a proactive, detail-oriented professional with a strong background in commercial property and casualty insurance, capable of independently managing complex client relationships and delivering exceptional service.

Compensation Package

• Annual Salary: $100,000 - $130,000 (commensurate with experience and qualifications)
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Serve as the primary relationship manager and insurance advisor for an assigned portfolio of commercial clients.
• Develop a deep understanding of each client’s operations, exposures, and coverage needs.
• Lead the annual renewal process, including gathering exposure information, reviewing loss history, preparing submissions, and coordinating internal responsibilities.
• Conduct thorough coverage reviews to identify gaps, deficiencies, and opportunities for improvement.
• Develop renewal and marketing strategies in collaboration with producers.
• Prepare and present renewal options and recommendations to clients in a consultative manner.
• Market new and renewal business, negotiate terms with carriers, and ensure favorable outcomes.
• Oversee policy issuance, endorsements, certificates, audits, and other account activities.
• Assist clients with claims reporting and advocate for effective resolution.
• Maintain accurate documentation within Applied Epic and ensure all deadlines are met.
• Build and maintain strong relationships with carrier underwriters and other market partners.
• Collaborate with producers to support retention, cross-selling, and new business opportunities.

Qualifications/Requirements

• Minimum of 5 years of experience in commercial property and casualty insurance, preferably in an independent agency or brokerage environment.
• Proven ability to independently manage a portfolio of commercial clients.
• Strong knowledge of commercial coverages, including property, general liability, auto, workers' compensation, umbrella, and management liability.
• Experience leading renewals and marketing accounts to multiple carriers.
• Excellent negotiation, communication, and organizational skills.
• Proficiency with agency management systems and Microsoft Office applications; experience with Applied Epic is a significant plus.
• Active Property and Casualty insurance license (or ability to obtain promptly after hire).
• Professional designations such as CIC, CPCU, CRM, or CISR are valued but not required.
• A proactive mindset with a commitment to delivering high-quality work and exceptional client service.

#LI-CS1

Self-Funded Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and detail-oriented Self-Funded Employee Benefits Account Executive to join a team. This role is pivotal in managing the full lifecycle of a self-funded book of business, serving as the primary point of contact for clients, and ensuring exceptional service delivery. The ideal candidate will have a strong background in self-funded employee benefits, a proven ability to manage complex accounts, and a passion for delivering tailored solutions to meet client needs.

Compensation Package

• Salary: Competitive, commensurate with experience.
• Bonus/Commission: Percentage of commission on the managed book of business.

Responsibilities

• Serve as the primary contact for a book of approximately 10 accounts, with an average size of 500 lives (ranging from 100 to 3,000 lives).
• Lead the lifecycle management of self-funded accounts, including renewals and service delivery.
• Conduct approximately five client meetings per year as part of the standard service model.
• Manage stop-loss, pharmacy benefits, captives, and point solutions for clients.
• Act as the "quarterback" of the account, coordinating with internal teams and external carriers to ensure seamless service.
• Utilize agency management systems, including Zywave and proprietary tools, to manage client accounts effectively.
• Collaborate with top carriers such as Blue Cross Blue Shield (various regions), United Healthcare, Cigna, and Highmark.
• Potentially travel for client presentations as needed.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license and expertise in self-funded benefits.
• Experience: Proven track record in managing self-funded employee benefits accounts, including stop-loss and pharmacy benefits.
• Technical Skills: Proficiency in agency management systems (e.g., Zywave) and familiarity with industry-leading carriers.
• Soft Skills: Strong communication, presentation, and organizational skills. Ability to lead and coordinate across teams.

#LI-DD3

Employee Benefits Account Executive

Job Summary:
Seeking a dynamic and results-driven Employee Benefits Account Executive to join the team. The ideal candidate will serve as a strategic partner to clients, managing employee benefits programs and ensuring exceptional service delivery. This role requires excellent communication and organizational skills, as well as the ability to build and maintain strong relationships with both clients and internal teams.

Responsibilities:

• Serve as the primary point of contact for assigned clients, managing all aspects of their employee benefits programs.
• Develop and maintain strong relationships with clients to gain an in-depth understanding of their business needs and employee benefits goals.
• Collaborate with internal teams to design and propose tailored benefits solutions, ensuring compliance with regulations and alignment with client expectations.
• Provide expert guidance on benefit plan offerings, including health, dental, vision, retirement, and wellness programs.
• Conduct regular benefits reviews and provide recommendations for plan modifications, cost-saving strategies, and enhanced employee engagement.
• Facilitate benefits plan renewals, manage open enrollment processes, and oversee communication strategies to educate employees on available options.
• Negotiate with insurance carriers and vendors to secure competitive rates and services.
• Address client inquiries and resolve issues related to benefits programs efficiently and accurately.
• Stay up-to-date with industry trends, regulatory changes, and best practices to advise clients effectively.
• Prepare and deliver presentations, reports, and data analyses to support decision-making processes.

Qualifications/Requirements:

• Bachelor's degree in Business Administration, Human Resources, or a related field, or equivalent work experience.
• Holds an active L&H (Life and Health) insurance license.
• Proven experience as an Account Executive or in a similar role within the employee benefits or insurance industry.
• Strong knowledge of employee benefits programs and related regulatory requirements (e.g., ACA, HIPAA, ERISA).
• Exceptional interpersonal and communication skills, with the ability to present ideas effectively and build lasting relationships.
• Proficiency in client relationship management tools and relevant software applications.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Certification in employee benefits or insurance (e.g., CEBS, PHR) is a plus but not required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-PM1

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role involves managing a true middle-market book of business, with accounts ranging from $150K to $1M in premium. The ideal candidate will possess a strong ability to handle complex accounts, including layered E&S policies and loss-sensitive business. This position offers an exciting opportunity to work with a diverse portfolio of clients, including those in real estate, contracting, and manufacturing industries.

The role requires a proactive individual who can manage accounts from A to Z, including marketing, client presentations, upselling, and ensuring administrative tasks such as certificates and endorsements are completed. If you are a seasoned professional with a consultative approach, strong organizational skills, and a competitive edge, we encourage you to apply.

Compensation Package

• Base Salary: $100,000 - $120,000 annually
• Bonus: Performance-based bonus ranging from $5,000 to $20,000, dependent on team and company metrics

Responsibilities

• Manage a middle-market book of business with $800K-$1M in revenue.
• Handle accounts ranging from $150K to $1M in premium, including real estate, contractors, and manufacturing clients.
• Market accounts, present to clients, and upsell services.
• Oversee administrative tasks such as certificates and endorsements, ensuring completion.
• Quote new and renewal business as needed.
• Collaborate with team members to meet client needs and company objectives.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required; additional designations highly preferred.
• Experience:
  • Minimum of 10+ years in the insurance industry.
  • At least 2 years in an Account Executive role.
  • Proven ability to handle complex accounts, including layered E&S policies and loss-sensitive business.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills:
  • Thick skin and resilience.
  • Consultative and client-focused approach.
  • Strong organizational skills.
  • Competitive and driven to succeed.

#LI-DM2

Commercial Insurance Team Lead

Job Summary

Seeking a skilled and motivated Commercial Insurance Team Lead to provide leadership and support to a team of insurance professionals while delivering exceptional client servicing and driving business growth. This role involves overseeing daily operations, addressing client needs, mentoring team members, and collaborating strategically to ensure continued success within the commercial insurance sector.

Responsibilities

• Lead and oversee a team of commercial insurance account executives, promoting teamwork and professional development.
• Serve as a point of escalation for complex client inquiries and ensure timely, professional resolution.
• Monitor key performance indicators (KPIs) and team goals, ensuring alignment with organizational objectives.
• Collaborate with management to develop strategic initiatives for client retention, account growth, and operational efficiency.
• Support the team in managing a portfolio of commercial insurance accounts, including renewals, policy changes, and claims management.
• Perform quality assurance reviews to ensure accuracy and compliance with company standards and industry regulations.
• Actively mentor and train team members to enhance their technical knowledge, communication skills, and client relationship capabilities.
• Build and maintain strong relationships with underwriters, carriers, and other external partners.
• Identify and implement process improvements to increase efficiency and customer satisfaction.

Qualifications/Requirements

• Proven experience in commercial insurance, with a minimum of 5 years in a client-facing role, such as Account Executive or similar.
• Prior leadership experience, preferably as a Team Lead or in a supervisory capacity.
• Strong knowledge of commercial insurance products, industry regulations, and claims processes.
• Excellent communication and interpersonal skills, with the ability to build positive relationships with clients and team members.
• Demonstrated ability to manage and mentor diverse teams, fostering professional growth.
• Skilled in analyzing data and metrics to drive decision-making and achieve business objectives.
• Proficiency in insurance management software and Microsoft Office Suite.
• Holds an active P&C (Property and Casualty) insurance license.
• A relevant professional qualification (e.g., Chartered Insurance Practitioner, CPCU, or CIC) is a plus.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DD3