Job title: Commercial Lines Account Executive
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Executive
Location: Brewster, NY
Job published: 08/12/2026
Job ID: 158684

Job Description

Commercial CSR

Job Summary

Seeking a dedicated and experienced Commercial Customer Service Representative (CSR) to join a team. As a Commercial CSR, you will play a vital role in managing and servicing a diverse book of business, focusing on middle-market accounts. This position offers an opportunity to work in a family-oriented, stable, and collaborative environment where employees are valued and turnover is minimal. If you are passionate about providing exceptional service and thrive in a supportive workplace, we encourage you to apply.

Compensation Package

  • Salary Range: $80,000 - $100,000 annually
  • Health Insurance: 50% coverage for employees and their families
  • Additional Benefits: Competitive compensation structure with opportunities for growth

Responsibilities

  • Manage and service a book of business with $3-5 million in premium, focusing on middle-market accounts.
  • Review and understand policies thoroughly to ensure accuracy and compliance.
  • Handle a variety of accounts, including construction and contractor clients.
  • Quote new and renewal business, ensuring timely and accurate processing.
  • Collaborate with team members to cross-sell personal lines of insurance when applicable.
  • Utilize EPIC software to manage client accounts and documentation efficiently.

Qualifications/Requirements

  • Licenses/Designations: Property & Casualty (P&C) license required.
  • Experience: Prior experience in commercial lines insurance is preferred.
  • Technical Skills: Proficiency in EPIC software or similar agency management systems.
  • Work Environment: Hybrid schedule with three days in-office required.
  • Preferred Candidate Profile: Strong organizational skills, attention to detail, and the ability to manage a diverse portfolio of accounts.

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