Job Description

Job Title: Commercial Lines Account Executive

Job Summary

Seeking a dynamic and dedicated Commercial Lines Account Executive to join a growing team. The ideal candidate will act as the primary point of contact for commercial clients, managing their insurance policies and ensuring their needs are met with exceptional service. This individual will thrive in a fast-paced, client-focused environment, building strong relationships while driving business growth. If you are detail-oriented, customer-focused, and passionate about delivering high-quality solutions, we want to hear from you.

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring timely renewals, policy changes, and client satisfaction.
• Build and maintain strong, positive relationships with clients, insurers, and internal stakeholders.
• Conduct periodic reviews of accounts to assess coverage needs, provide recommendations, and ensure clients have the appropriate level of protection.
• Actively identify and pursue new business opportunities within the commercial insurance sector.
• Prepare quotes, proposals, and presentations to support client acquisition and retention.
• Handle account-related inquiries, resolving issues and providing timely, comprehensive solutions for clients.
• Stay informed on industry trends, product developments, and regulatory changes to educate clients effectively.
• Collaborate with internal teams, including underwriting and claims departments, to ensure seamless service delivery.
• Maintain accurate and up-to-date records in CRM and account management systems.

Qualifications/Requirements

• Minimum of 3 years of experience as an account executive or in a related role within commercial insurance.
• Proven expertise in managing commercial lines accounts and a deep understanding of policy language and coverage.
• Strong sales, negotiation, and relationship-building skills with a client-centric approach.
• Excellent verbal and written communication skills, with the ability to explain complex concepts clearly.
• Proficiency in CRM systems and insurance-related software applications.
• Self-motivated and results-oriented, with a track record of meeting or exceeding sales and retention goals.
• Ability to multi-task, prioritize, and manage time effectively in a fast-paced environment.
• Holds an active P&C (Property and Casualty) insurance 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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