Job Description

We’re an insurance advisory firm that supports business owners with a full spectrum of coverage—from commercial lines to employee benefits—by making the process straightforward, personalized, and efficient. We take pride in offering more than just policies; we build lasting partnerships through education, clarity, and innovative service. Our systems are designed to deliver a high-touch client experience, so we’re looking for someone who’s ready to approach the industry a little differently.

The Opportunity
We’re hiring a Commercial Lines Account Executive who thrives in a client-first environment and is eager to grow with a company that values modern workflows, process consistency, and deep client relationships.

What You Bring to the Table

• Client-Centered and Process-Minded: You’ll deliver personalized service while working within structured systems tailored to our approach.

• Proactive and Accountable: You’re self-motivated and take ownership of your book of business.

• Licensed and Experienced: 1–3 years of commercial insurance experience with an active P&C license is required.

• Tech-Savvy and Detail-Oriented: Comfortable navigating tools like Google Workspace, Excel, and Outlook.

What You’ll Be Doing

• Manage existing client accounts, handling renewals, endorsements, and service requests

• Respond to client and prospect inquiries by phone, email, or in person

• Review policy terms to ensure coverage meets client needs and identify potential gaps

• Work with carriers to secure quotes and advocate for favorable terms

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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