Job Description

Responsibilities

• Develop and execute a strategic plan to grow and retain a book of commercial business
• Build and maintain strong relationships with clients, carriers, and internal stakeholders
• Identify client needs and recommend appropriate insurance products and services
• Negotiate policy terms and conditions with carriers to ensure comprehensive coverage at competitive rates
• Stay updated on market trends, regulatory changes, and industry developments to provide informed advice to clients
• Collaborate with underwriters, claims professionals, and other team members to deliver exceptional service to clients
• Meet or exceed sales targets and key performance indicators

Qualifications

• Bachelor's degree in Business, Finance, or related field (preferred)
• Proven experience as a Commercial Lines Account Executive or similar role
• Strong knowledge of commercial insurance products and underwriting principles
• Excellent communication, negotiation, and interpersonal skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Proficiency in insurance industry software and Microsoft Office Suite
• Current state-issued insurance license or willingness to obtain one
• Commitment to diversity, equity, and inclusion in the workplace

Day-to-day

• Meeting with clients to assess their insurance needs and provide personalized recommendations
• Researching coverage options and market trends to stay informed and competitive
• Collaborating with underwriters to secure appropriate coverage for clients
• Communicating with carriers to negotiate terms and conditions for policies
• Proactively identifying opportunities to cross-sell and upsell insurance products
• Analyzing market data to identify potential new business opportunities
• Attending industry events and networking with potential clients and partners
• Collaborating with team members to optimize processes and deliver exceptional service to clients

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