Job Description

Commercial Lines Account Executive

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Executive to join a growing team. As part of a small, tight-knit group, you will play a pivotal role in servicing and expanding book of business, primarily focusing on churches and non-profit organizations.

Compensation Package

• Salary: $50,000 - $65,000 annually, commensurate with experience
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Build and maintain strong relationships with clients, ensuring their insurance needs are met with excellence
• Conduct policy reviews, audits, and identify potential gaps in insurance programs
• Assist with remarketing existing clients as needed
• Support the Agency Partner in servicing the existing book of business
• Handle renewals and occasional new business quoting
• Visit clients onsite as required to strengthen relationships and provide personalized service

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required
• Experience: 1-3 years of commercial lines experience, preferably working with churches or non-profits
• Technical Skills: Proficiency in Epic software is preferred
• Other Skills: Strong interpersonal and organizational skills, with a client-focused mindset

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-MK3