Job Description

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role is pivotal in managing an assigned book of business, ensuring exceptional client service, and supporting the renewal process for a diverse portfolio of accounts, including Real Estate, Hospitality, Manufacturing, and Non-Profit organizations. The ideal candidate will bring a strong background in commercial lines insurance, a proactive approach to account management, and a commitment to excellence.

Compensation Package

• Salary: Up to $125,000 annually, commensurate with experience
• Benefits: Full benefits package provided (details available upon request)
• Work Environment: Hybrid schedule (3 days in-office, 2 days remote) after training; full-time in-office during training
• Equipment: Company-provided equipment for remote work

Responsibilities

• Manage the day-to-day operations of an assigned book of business, including:
  • Invoicing
  • Claims reporting and follow-up
  • Premium breakdowns
  • Policy changes and reviews
  • Coverage comparisons
  • Responding to policy-related inquiries
• Assist in the renewal process for assigned and prospective clients, including:
  • Ordering updated loss information
  • Obtaining and reviewing updated client information
  • Handling renewal applications and marketing
  • Facilitating renewal pricing and preparing proposals and binders
  • Identifying opportunities for account rounding
• Collaborate with producers and team members to ensure client satisfaction and retention

Qualifications/Requirements

• Experience: 7-10+ years of experience in commercial lines insurance
• Licenses/Designations: Property & Casualty (P&C) license required; professional designations preferred
• Technical Skills: Proficiency with AMS software preferred but not required
• Skills: Strong organizational, communication, and problem-solving skills; ability to manage multiple priorities effectively
• Work Style: Self-motivated, detail-oriented, and capable of working both independently and collaboratively

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