Job Description
Commercial Lines Client Executive
Job Summary
Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team. This role is integral to managing and growing a book of business focused on habitational accounts. The ideal candidate will possess a strong background in commercial lines insurance, with a specialization in habitational risks, and a proven ability to deliver exceptional client service. This position offers the flexibility to work remotely, hybrid, or in-office, depending on your preference.
Compensation Package
- Base Salary: $65,000 - $90,000 (DOE)
Responsibilities
- Manage a book of business valued between $3.5 million and $5 million in premium, primarily focused on middle-market habitational accounts ($75k-$200k in premium).
- Handle both new and renewal business, with an approximate split of 80% renewals and 20% new business.
- Provide exceptional client service, ensuring high retention rates and client satisfaction.
- Collaborate with the team to cross-sell and identify new business opportunities.
- Utilize EPIC software to manage accounts and streamline processes.
- Participate in team activities and contribute to a collaborative, supportive work environment.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) License is required.
- Experience:
- 3-5 years of specialized experience in habitational insurance within an agency setting.
- Proficiency in EPIC software is highly preferred.
- Skills:
- Strong sales acumen with a proven track record in cross-selling and business development.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team-oriented environment.
- Strong organizational and time-management skills.
- Soft Skills: Team player, collaborative mindset, proactive, customer-focused, and adaptable.
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