Job Description

Senior Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and client-focused Senior Commercial Lines Account Executive to join a dynamic team. In this role, you will manage a $10MM book of business, consisting of mid-market to large accounts with premiums ranging from $100K to $1MM. The portfolio spans a variety of industries, including real estate, contractors, manufacturers, non-profits, distributors, and staffing. This is an excellent opportunity for an experienced professional to leverage their expertise in commercial lines insurance while building strong, long-term client relationships.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Generous paid time off and holidays
• Professional development opportunities

Responsibilities

• Manage a portfolio of mid-market to large commercial accounts, ensuring exceptional client service and satisfaction.
• Serve as the primary point of contact for clients, fostering strong and lasting relationships.
• Oversee the full account lifecycle, including renewals, quoting, binding, and policy issuance.
• Collaborate with the internal marketing team on large or complex remarketing efforts.
• Prepare and review applications, proposals, and coverage comparisons to meet client needs.
• Handle ACORD applications, supplemental forms, and loss run analysis as required.
• Issue certificates of insurance (COIs) and review policies, endorsements, audits, and billing as needed.
• Leverage a dedicated virtual assistant for administrative and processing tasks, including certificates, endorsements, audits, policy checking, data entry, schedules, and finance agreements.
• Maintain accurate and up-to-date documentation in the agency management system.

Qualifications/Requirements

• Minimum of 5 years of experience in commercial lines insurance, with a focus on account management.
• Proven experience managing mid-market to large accounts with premiums of $100K or more.
• Strong knowledge of commercial coverages, including General Liability, Auto, Umbrella/Excess, Workers Compensation, and Property.
• Proficiency with agency management systems, preferably Sagitta, and document management platforms such as ImageRight.
• Solid understanding of carrier appetite and underwriting guidelines.
• Exceptional communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities effectively in a fast-paced environment.

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