Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and professional Commercial Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a portfolio of small to mid-sized commercial accounts, delivering exceptional service and building strong client relationships. The ideal candidate will have a proven track record in managing accounts end-to-end, a proactive approach to client service, and a commitment to operational excellence.

Compensation Package

• Salary: $100,000 - $125,000 annually, plus 2.5% commission on all renewal business.
• 401(k): 4% company match.
• Comprehensive benefits package available.

Responsibilities

• Manage a portfolio of commercial clients across various coverages, including General Liability, Property, BOP, Workers’ Compensation, Auto, EPLI, Cyber, and related policies.
• Oversee the renewal process with a proactive approach, ensuring clients are informed of all options and tradeoffs.
• Provide expert advisory services to small and medium-sized business owners while handling day-to-day service needs such as endorsements, certificates, claims support, and compliance requests.
• Collaborate with placement specialists and producers to effectively market accounts, ensuring smooth handoffs and driving retention and cross-sell opportunities.
• Contribute to the development and improvement of workflows, checklists, templates, and service standards as the team scales.
• Leverage technology and automation tools to enhance efficiency and maintain personalized client communication.
• Maintain accurate documentation and operational discipline within the Agency Management System (AMS) to support scalability and quality assurance.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 4+ years of experience managing commercial accounts, with a proven ability to handle accounts from start to finish.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and ownership.
  • Ability to work collaboratively with team members.
• Other Requirements:
  • Must pass a background check prior to the start date.
  • Ability to work full-time in the office (no remote or hybrid options available).

#LI-BC2

Renewal Account Executive

Job Summary

Seeking a highly motivated and experienced Renewal Account Executive to manage a diverse book of business, including Property, Casualty, and Construction accounts. This role requires a strong understanding of the insurance industry and the ability to adapt to established processes that ensure smooth operations. The ideal candidate will be detail-oriented, client-focused, and capable of handling a generalist portfolio. This is a hybrid position, with a preference for candidates based near Melville, though exceptional candidates from outside the area will also be considered.

Compensation Package

• Competitive base salary: $140,000 - $150,000
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage a large and diverse book of business, including Property, Casualty, and Construction accounts.
• Build and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.
• Collaborate with internal teams to ensure seamless service delivery and adherence to established processes.
• Identify opportunities for account growth and renewal, driving client retention and satisfaction.
• Stay informed about industry trends and regulatory changes to provide expert guidance to clients.

Qualifications/Requirements

• Proven experience in the insurance industry, with a strong understanding of Property, Casualty, and Construction lines.
• Ability to manage a generalist book of business effectively and efficiently.
• Strong interpersonal and communication skills, with a client-focused approach.
• Adaptability to learn and work within established processes.
• Preference for candidates based near Melville, though exceptional candidates from other locations will be considered.

#LI-TM1

Commercial Lines Account Executive

Job Summary

Seeking an experienced and dedicated Commercial Lines Account Executive to join a team. This role involves managing a portfolio of middle to large market commercial lines accounts, including construction, real estate, manufacturing, and hospitality sectors. The ideal candidate will have a proven track record in account management, strong technical expertise, and the ability to handle all aspects of servicing a book of business independently.

Compensation Package

• Base Salary: $100,000 - $115,000 annually + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business with account sizes ranging from $100,000 to $1,000,000.
• Provide full-service account management, including renewal preparation, marketing, client presentations, endorsements, and certificates.
• Quote new and renewal business as required.
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency.
• Utilize AMS 360 software to manage accounts and ensure accurate documentation.
• Collaborate with internal teams, including producers and marketing managers, to deliver exceptional service.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 10 years of experience in middle market commercial lines account management; 15+ years preferred.
• Technical Skills: Proficiency in AMS 360 software is required.
• Soft Skills:
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a commitment to accuracy.
  • Ability to work independently and manage multiple priorities.
  • Problem-solving mindset with a focus on client satisfaction.

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Employee Benefits Account Executive

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Executive to join a dynamic and fast-paced team. This role is ideal for a self-starter who thrives in a collaborative environment and is passionate about delivering exceptional service to clients. The successful candidate will be responsible for managing a large market book of business, developing strategies for the servicing team, and ensuring the highest level of client satisfaction. This is a hybrid role with remote flexibility and occasional travel.

Compensation Package

• Salary: $100,000 - $120,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Hybrid with remote flexibility, equipment provided for remote work

Responsibilities

• Manage the day-to-day servicing of a large market book of business
• Develop and implement strategies for the servicing team to ensure client satisfaction
• Collaborate with team members to share ideas and best practices
• Act as a problem-solver and think creatively to address client needs
• Maintain a continuous improvement mindset to enhance processes and outcomes

Qualifications/Requirements

• Minimum of 8+ years of experience as an Employee Benefits Account Executive
• Holds an active L&H (Life and Health) insurance license
• Proficiency in using Epic software
• Strong problem-solving skills and the ability to think outside the box
• Self-starter with a team-oriented and collaborative mindset
• Excellent communication and interpersonal skills
• Ability to adapt to a fast-paced and evolving work environment
• Occasional travel may be required

#LI-CH3

Account Executive – Real Estate Department

Job Summary

Seeking a highly skilled and experienced Account Executive to join a Real Estate Department. This role involves the comprehensive servicing, retention, and management of Real Estate accounts. The ideal candidate will have a strong background in Property & Casualty insurance, with a focus on Real Estate and Habitational Accounts. This is an excellent opportunity for a motivated professional to contribute to a dynamic team and grow within a reputable organization.

Compensation Package

• Annual Salary: $120,000 - $150,000
• Competitive benefits package; Opportunities for professional development and growth

Responsibilities

As an Account Executive, your primary responsibilities will include:

• Providing daily client support, addressing inquiries and needs promptly, including during non-office hours when necessary.
• Leading efforts in troubleshooting, coverage questions, endorsements, loss control recommendations, and renewal negotiations.
• Performing risk analysis, policy reviews, and resolving issues effectively.
• Customizing insurance programs to address the unique risks of each client.
• Conducting periodic insurance analysis, gathering renewal information, preparing applications, and presenting renewal proposals in collaboration with producers and clients.
• Managing the renewal marketing process, including:
  • Ordering loss runs 90 days prior to renewal.
  • Collecting renewal information and applications from clients 60 days prior to renewal.
  • Preparing and submitting proposals to carriers at least 90 days in advance of renewal.
  • Following up for quotations and presenting proposals to clients at least 30 days prior to renewal.
  • Securing binding orders from clients.
• Acting as a claims and accounting liaison for clients as needed.
• Attending training sessions and seminars to stay updated on industry trends and practices.
• Mentoring and providing guidance to team members, ensuring their professional growth and development.
• Managing special projects and assisting team members as required.
• Maintaining a professional appearance and demeanor in accordance with company policy.

Qualifications/Requirements

To be considered for this position, candidates must meet the following qualifications:

• 7 to 10 years of experience in a Property & Casualty brokerage, agency, or insurance company, with at least 5 years focused on Real Estate and Habitational Accounts.
• Valid New York State Property & Casualty Insurance License.
• Strong attention to detail and ability to manage multiple tasks effectively.
• Comprehensive knowledge of various lines of coverage, with expertise in those specific to Real Estate accounts.
• Proficiency in Applied Systems/EPIC and various carriers’ online systems.
• Excellent computer skills and familiarity with industry tools.
• Possession of, or progress toward, professional designations such as CIC, CRIS, CPCU, or CISR.
• Self-motivated with strong verbal and written communication skills.
• Ability to visit clients independently as required.
• Minimum of a 2-year Associate’s Degree from an accredited college or university.

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Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a team. This role involves managing a well-established book of business with a premium value of $5 million, consisting of diverse middle-market accounts. The ideal candidate will possess strong technical expertise, exceptional organizational skills, and a proactive approach to client service. This is a hybrid position, offering a balance of in-office and remote work, with a comprehensive training period to ensure a smooth transition.

Compensation Package

• Salary Range: $80,000 - $120,000 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage all aspects of account servicing (A-Z account management) for a diverse book of business, including property lawyers, manufacturers, and financial services clients.
• Handle renewal lists, applications, submissions, large property schedules, and policy reviews.
• Oversee billing processes and marketing submissions as directed by the producer.
• Collaborate with an assistant to ensure efficient processing of certificates, endorsements, and policy checking.
• Maintain strong relationships with clients and provide exceptional customer service.
• Utilize Applied EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in an Account Manager or Account Executive role managing a book of business.
• Technical Skills: Proficiency in Applied EPIC software is mandatory.
• Soft Skills:
  • Excellent communication skills.
  • Strong technological proficiency and ability to work with computer systems.
  • Positive attitude and a proactive approach to problem-solving.
  • Intellectual curiosity and a desire for continuous learning.
  • Authenticity, honesty, and a commitment to professional growth.

#LI-EL1

Assistant Vice President (Team Leader)

Job Summary

The Assistant Vice President (Team Leader) is responsible for driving a culture of success through efficient processes, teammate engagement, and strong leadership of a technician team. This role focuses on delivering high-quality customer service, supporting retention objectives, and ensuring alignment with departmental strategies and operational standards.

Responsibilities

• Establish, direct, and monitor unit goals and objectives in alignment with departmental strategy and established policies and procedures.

• Evaluate short-term recruitment needs and support strategies focused on attracting and retaining top talent.

• Develop and maintain onboarding and training programs to ensure successful integration of new teammates and clear understanding of processes and procedures.

• Identify workflow inefficiencies and implement ongoing training plans utilizing internal and external resources.

• Supervise, coach, and develop team members to support professional growth and enhance service quality.

• Review and prepare periodic performance analyses to measure progress toward unit objectives.

• Ensure compliance with internal systems, procedures, and applicable insurance regulations.

• Promote collaboration between service teams to improve efficiencies and deliver a consistent, high-quality customer experience.

• Maximize effective use of agency management software and related technology through ongoing training and support.

• Foster a positive, collaborative, and accountable team environment.

• Encourage achievement of internal performance standards and continuous improvement initiatives.

• Participate in professional development, continuing education, and industry training to remain current on products, legislation, coverages, and technology.

• Perform additional duties as assigned.

Qualifications / Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• High School Diploma or equivalent required.

• Demonstrated knowledge of insurance coverages, contracts, and applicable state regulations.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Publisher.

• Ability to use standard office equipment effectively.

• Minimum of 7 years of experience in the insurance industry or a related field.

Preferred Qualifications

• College degree in a business-related field.

• Insurance designations such as CIC or CPCU.

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-JL1

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This is a service-focused role that involves managing a portfolio of construction accounts, supervising account managers, and ensuring exceptional client service. The ideal candidate will have a strong background in marketing, construction insurance, and account management, with the ability to mentor junior staff and build lasting relationships with clients, carriers, and underwriters. This is a hybrid position, offering a mix of in-office and remote work.

Responsibilities

• Oversee the overall management of a portfolio of construction accounts, with premiums ranging from $100K to $1M+.
• Supervise and mentor Account Managers and Junior Account Managers, delegating tasks effectively and fostering a collaborative team environment.
• Serve as the primary point of contact for clients, ensuring their needs are met with professionalism and expertise.
• Handle renewals and remarketing efforts, including analyzing coverage and presenting options to clients.
• Build and maintain strong relationships with carriers and underwriters to secure the best outcomes for clients.
• Provide training and guidance to junior staff, sharing knowledge and expertise to support their professional growth.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: 3-5+ years of experience in commercial lines account management, with a focus on construction accounts.
• Technical Skills: Proficiency in AMS360 software.
• Industry Knowledge: Strong understanding of construction insurance and marketing strategies.
• Soft Skills:
  • Ability to work autonomously and take initiative.
  • Flexibility and adaptability in a fast-paced environment.
  • Strong team player with a collaborative mindset.
  • Approachable and easygoing demeanor.
  • Excellent communication and interpersonal skills.

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-MB6

Overview

Seeking a dedicated and experienced Sr. Commercial Lines Account Manager. This individual will be pivotal in providing exceptional account management services to commercial clients. As a key member of the team, you will work with colleagues and clients to deliver innovative insurance solutions while fostering strong relationships built on trust, integrity, and expertise.

Responsibilities

• Build and maintain strong relationships with commercial clients, carriers, and vendors 
• Serve as the primary point of contact for assigned accounts, ensuring excellent customer service and proactive support.
• Assist in the placement, renewal, analysis, and management of commercial construction insurance policies.
• Support clients by identifying coverage needs, presenting risk management strategies, and offering tailored solutions.
• Collaborate with producers to align client experience strategies with the company’s objectives.
• Coordinate submissions, proposals, endorsements, certificates, and other critical documents with a high level of accuracy and attention to detail.
• Stay current on industry trends, carrier offerings, regulation changes, and best practices within the insurance and construction space.
• Provide mentorship and guidance to junior team members to enhance their professional growth.

Qualifications

• Education & Experience:
  • Minimum of 5+ years of experience handling Commercial Lines accounts
  • Demonstrated ability to manage complex accounts and deliver high-value service.
• Skills & Competencies:
  • Exceptional organizational, problem-solving, and interpersonal skills.
  • High attention to detail, with proven ability to manage multiple tasks and meet deadlines.
  • Proficiency with insurance management software and Microsoft Office Suite.
• Certifications:
  • 2-20 Licensure required.
  • Insurance designations (CIC, CRM, CPCU, ARM, etc.) are a plus and encouraged.

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