Commercial Lines Marketing Account Executive - Real Estate & Construction

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Account Executive Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service. This individual needs to be experience in handling middle - large Real Estate or Construction accounts.

Compensation Package

• Salary: Up to $150,000 annually, based on experience.
• 401(k): Company match
• Benefits: Comprehensive benefits package provided.
• Fully Remote

Responsibilities

• Manage and service a book of business with $250,000 - $1MM in premium
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

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Senior Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Employee Benefits Account Manager to join a dedicated team. This role is ideal for a professional with a strong background in employee benefits, particularly in self-funded health plans, and a passion for delivering exceptional client service.

Compensation Package

• Salary Range: $110,000 - $130,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of 8-10 clients, primarily credit unions, with an average employee size of 250 (range: 100-800 employees).
• Handle group medical, group life, dental, vision, and ancillary lines of coverage, with a focus on self-funded health plans (70% of accounts).
• Conduct RFPs, quoting, and renewal processes for client accounts.
• Build and maintain strong client relationships through in-person and online meetings with senior executives (e.g., CFOs).
• Provide professional and technical expertise to clients, ensuring their needs are met effectively.
• Stay updated on industry trends and maintain a high level of knowledge in employee benefits.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5+ years in employee benefits account management, with a strong emphasis on self-funded health plans.
• Technical Skills: Familiarity with quoting and renewal processes; experience with AMS systems is a plus but not required.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Ability to build and maintain relationships with senior executives.
  • Team-oriented mindset with a collaborative approach.
  • Strategic thinking and problem-solving abilities.
  • High level of professionalism and attention to detail.
• Education: Bachelor’s degree or equivalent experience preferred.

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#INDTJG-PT

Personal Insurance Account Executive

Job Summary

Seeking a motivated and polished Personal Insurance Account Executive to join a well-established and efficient team. With a $20 million book in premium and a small, dedicated staff, this role offers an excellent opportunity for growth and professional development. The ideal candidate will have a strong background in personal insurance, exceptional communication skills, and a passion for delivering outstanding service.

Compensation Package

• Salary: Competitive, up to $100,000 (commensurate with experience)
• Commission: New and renewal commission opportunities
• Benefits: Comprehensive benefits package
• Work Arrangement: Flexible hybrid options available depending on the candidate

Responsibilities

• Quote and close new and renewal business for personal insurance accounts, including high-net-worth clients.
• Deliver engaging presentations and attend meetings with referral groups to foster relationships and drive business growth.
• Provide exceptional service to clients, ensuring their needs are met and expectations exceeded.
• Collaborate with a small, efficient team to maintain and grow the agency’s book of business.
• Utilize NowCerts software to manage accounts and streamline processes.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in personal insurance, with a focus on quoting, closing leads, and client presentations.
• Skills: Strong communication and interpersonal skills, polished demeanor, and the ability to work independently without micromanagement.
• Technology: Proficiency in NowCerts or similar insurance software is preferred.
• Mindset: A growth-oriented professional who is eager to contribute to a thriving agency.

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Senior Employee Benefits Account Manager

Job Summary

Seeking a highly experienced and professional Senior Employee Benefits Account Manager to join a niche agency specializing in employee benefits. This fully remote position offers the opportunity to work with large, self-funded employee benefits accounts, averaging 4,000 employees. As a key member of the team, you will act as an extension of the clients' HR and Finance departments, providing exceptional relationship-based service. This role is ideal for a seasoned professional with a strong background in employee benefits and a passion for delivering outstanding client support.

Compensation Package

• Salary Range: $95,000 to $150,000 annually
• 401(k): Employer-matched 401(k) plan
• Benefits: Comprehensive benefits package, including medical, dental, vision, group life insurance, long-term disability, and short-term disability
• Work Environment: Fully remote position (applicants must reside in Washington or Oregon)
• Equipment: Company-provided equipment for remote work

Responsibilities

• Manage a book of business consisting of three to five large employee benefits accounts, each with 2,000+ group lives
• Conduct one to two client meetings per week, focusing on relationship-based servicing
• Act as a trusted advisor and extension of clients' HR and Finance departments
• Handle quoting for new and renewal business as needed
• Collaborate with internal teams to ensure seamless service delivery
• Provide expert guidance on self-funded employee benefits plans

Qualifications/Requirements

• Education/Certifications: Life and Health Insurance License required; CEBS designation preferred
• Experience: Minimum of 7 years of experience in employee benefits account management (10+ years preferred)
• Technical Skills: Proficiency in BenefitPoint software
• Soft Skills:
  • Professional demeanor
  • Strong communication skills
  • Tactful and diplomatic
  • Ability to build and maintain strong client relationships
  • Detail-oriented and organized
• Location: Must reside in Washington or Oregon
• Travel: Some travel required

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Job Summary

Seeking a motivated Commercial Lines Team Lead to join a dynamic team. The Team Lead will be responsible for overseeing the commercial lines department and leading a team of professionals to achieve departmental goals.

Responsibilities

• Lead and mentor a team of commercial lines professionals to ensure high performance and achievement of targets.
• Develop and implement strategies to optimize the efficiency and effectiveness of the commercial lines department.
• Collaborate with other team leads and senior management to align departmental goals with organizational objectives.
• Provide guidance and support to team members, including training, coaching, and performance feedback.
• Oversee the underwriting and pricing of commercial insurance policies to ensure compliance with regulations and company policies.
• Foster a positive and inclusive work environment that promotes diversity and equality.

Qualifications/Requirements

• Proven experience in a leadership role within the insurance industry, preferably in commercial lines.
• Strong understanding of commercial insurance products, underwriting processes, and industry standards.
• Excellent communication and interpersonal skills with the ability to motivate and inspire team members.
• In-depth knowledge of insurance regulations and compliance requirements.
• Demonstrated ability to drive results through effective team management and strategic planning.
• Holds an active P&C (Property and Casualty) License.

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.

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Employee Benefits Account Executive - Pittburgh

Compensation - $80K-$120K + Bonus, Benefits, 401K

Summary:

Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Employee Benefits/Group Health insurance coverages.

Job Description:

• Full knowledge of insurance products and usages
• Ability to advise and consult with clients
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” supplemental accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Employee Benefits.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business

Requirements:

• 3+ years of experience handling Employee Benefits Insurance Accounts
• Experience handling mid-large market accounts 50+ group lives
• Ability to meet/w clients and discuss insurance mitigation strategies
• Experienced with Applied Epic or equivalent agency management system
• Must hold an active state P&C License.
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.
• High School Diploma required; Bachelor's Degree preferred but not required

#LI-AS2

Large Group Account Executive

Job Summary

Seeking a highly motivated and experienced Large Group Account Executive to join a dynamic team. This role is pivotal in managing a portfolio of 15-20 clients, focusing on accounts with 100+ employees. The ideal candidate will have a strong background in self-funding, level funding, and fully insured plans, with the ability to independently manage client relationships and deliver exceptional service.

Compensation Package

• Salary Range: $100,000 - $125,000 annually
• Additional Benefits: Comprehensive benefits package, including health insurance and professional development opportunities

Responsibilities

• Independently manage a book of business consisting of 15-20 clients, ensuring high levels of client satisfaction and retention.
• Handle renewal projections, escalated claims issues, and marketing as needed.
• Serve as a project manager for client accounts, overseeing onboarding of new business and ensuring seamless transitions.
• Conduct in-person or virtual client meetings quarterly or as needed.
• Collaborate with internal teams to round out accounts with additional lines of coverage.
• Utilize proprietary systems and Microsoft Office Suite for account management and reporting.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required; additional designations are a plus.
• Experience: 3-5 years in a broker or carrier Account Manager (AM) or Account Executive (AE) role, with a focus on medical insurance (not just ancillary).
• Technical Skills: Proficiency in Microsoft Office Suite and familiarity with proprietary systems.
• Soft Skills:
  • Strong organizational and project management abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and take initiative.
  • Problem-solving mindset with a focus on client satisfaction.
  • Adaptability and willingness to learn.
• Travel: Must be willing to travel to client meetings within driving distance of Seattle, at least quarterly.

#LI-KH1

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic and professional team. This role is pivotal in managing the strategic execution of insurance programs, maintaining strong client relationships, and ensuring seamless renewal timelines. The ideal candidate will have a proven track record of working with middle to large market accounts, a client-focused approach, and the ability to thrive in a collaborative team environment.

Compensation Package

• Salary Range: $80,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive package including health insurance, professional development opportunities, and a supportive work environment
• Work Environment: Flexible scheduling for personal needs, fostering a healthy work-life balance

Responsibilities

• Manage the strategic execution of insurance programs for a sophisticated client base, including construction, manufacturing, and agriculture businesses.
• Serve as the primary point of contact for clients, ensuring exceptional service and maintaining strong relationships.
• Collaborate with producers, claims teams, and marketing teams to deliver tailored insurance solutions.
• Oversee both new and renewal business processes, leveraging support from carrier marketing teams and producers.
• Conduct client-facing meetings, including renewal discussions and strategic planning sessions.
• Handle a book of business valued between $750,000 and $1.2 million, with accounts ranging from $100,000 to over $500,000.

Qualifications/Requirements

• Experience: Minimum of 5 years in a similar role, with a preference for candidates with 5-10 years of experience.
• Licenses/Designations: Property & Casualty (P&C) license required; additional designations are a plus.
• Technical Skills: Proficiency in Applied Epic software.
• Client Expertise: Experience managing middle to large market accounts, including those exceeding $500,000 in value.
• Soft Skills: Strong client-focused mindset, excellent communication skills, ability to work collaboratively in a team environment, and a proactive approach to problem-solving.
• Travel: Willingness to travel within North Carolina for client meetings (approximately a two-hour radius).

#LI-PM1

Commercial Lines Marketing Manager

Seeking a dedicated and skilled Commercial Lines Marketing Manager to join a team. This role offers the opportunity to work in a dynamic environment, partnering with producers and carriers to develop innovative coverage solutions for clients.

Key Responsibilities

• Manage marketing efforts for new and renewal commercial business.
• Collaborate with producers to develop effective coverage strategies and placement options.
• Negotiate with carriers to secure competitive terms and pricing.
• Build and maintain strong relationships with insurance carriers and market representatives.
• Analyze submissions and recommend appropriate coverage solutions tailored to client needs.
• Track marketing activity and ensure timely follow-up on all submissions.
• Provide technical guidance on underwriting trends and market conditions.
• Support client retention through effective placement strategies and superior service.

Qualifications

• Active Property & Casualty License.
• A minimum of 5 years of experience in commercial lines marketing or account management.
• Strong knowledge of insurance carriers and underwriting processes.
• Proven experience working with middle-market or large commercial accounts.
• Excellent negotiation and relationship management skills.

Preferred Qualifications

• Experience in Southern or Gulf Coast insurance markets.
• Established relationships with insurance carriers.

Compensation & Benefits

• Base Salary: $90,000.
• Bonus Opportunity: Based on retention and team performance.
• Comprehensive medical, dental, and vision benefits.
• Employer-paid Group Life Insurance.
• Generous paid time off and holidays.
• Gym membership reimbursement to support your well-being.

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Commercial Lines Account Executive

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Executive to join a team. This role is ideal for a seasoned insurance professional ready to take the next step in their career by delivering exceptional client service while mentoring and supporting Account Managers.

Compensation Package

• Salary Range: $80,000 - $95,000 annually, based on experience.
• Benefits: Comprehensive benefits package available.

Responsibilities

• Manage a portfolio of commercial lines accounts, ranging in size from $100,000 to $500,000.
• Provide strategic guidance to clients, ensuring their insurance needs are met with tailored solutions.
• Quote new and renewal business, maintaining a high level of accuracy and timeliness.
• Collaborate with Account Managers to foster their professional growth through coaching and mentorship.
• Uphold a team-first approach, contributing to a collaborative and supportive work environment.
• Utilize EPIC software to manage client accounts and streamline processes.
• Maintain composure and professionalism during high-pressure situations, such as tight renewal cycles or challenging client interactions.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in commercial lines insurance; 8+ years preferred.
• Technical Skills: Proficiency in EPIC software is required.
• Soft Skills:
  • Strategic thinking with the ability to view the client holistically.
  • Clear and confident communication skills, both written and verbal.
  • A coaching mindset with a focus on team development and growth.
  • Strong ownership and follow-through on commitments.
  • Composure under pressure and the ability to handle challenging situations with professionalism.
  • A team-oriented attitude aligned with our core values.

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