Commercial Lines Client Executive

Job Summary
Seeking an experienced and client-focused Commercial Lines Client Executive to join a forward-thinking insurance agency with a strong reputation for excellence. This role offers the opportunity to leverage commercial lines account management expertise while continuing to grow alongside a collaborative and supportive team.

Key Responsibilities

• Provide exceptional service to assigned commercial lines accounts.
• Manage new business and renewal workflows, including applications, proposals, binding, invoicing, and related tasks.
• Research and resolve client issues such as policy forms, endorsements, audits, certificates, and loss experience.
• Communicate effectively with clients, carriers, and internal team members in a timely manner.
• Maintain accurate and complete records of client activities within the agency management software.
• Stay informed on commercial lines marketplace trends and product offerings.
• Collaborate with the Commercial Lines team to achieve departmental goals.
• Build and maintain strong client and carrier relationships to drive retention and satisfaction.
• Cross-sell additional coverages and services through proactive client conversations.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 3-5+ years of commercial lines account management experience in an agency setting.
• Experience working with middle-market accounts and admitted carriers.
• Professional, client-focused, and adaptable in a fast-paced environment.
• Strong collaboration skills with the ability to work independently as needed.
• Experience with EPIC or other agency management software is a plus.

Compensation Package

• Competitive salary with benefits package, including paid time off.
• Hybrid work flexibility.
• Supportive, team-oriented culture with accessible leadership.
• Opportunities for continuing education and professional development.
• Exposure to top carrier partners.

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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Job Title: Personal Insurance Account Executive

Job Summary

Seeking a motivated and client-focused Personal Insurance Account Executive to join a team. This role is ideal for a professional with strong interpersonal skills and in-depth knowledge of personal insurance products. The Personal Insurance Account Executive will be responsible for building and maintaining relationships with new and existing clients, providing guidance on insurance policies, and ensuring a seamless customer experience.

Responsibilities

• Build and maintain strong relationships with clients by providing tailored insurance solutions based on their needs.
• Develop and grow a personal book of business by identifying new opportunities and fostering long-term client relationships.
• Explain, recommend, and cross-sell personal insurance products and services, including home, auto, and umbrella policies.
• Provide proactive support to clients during policy renewals, ensuring the right coverage and competitive pricing.
• Act as a liaison between clients and insurance carriers, advocating for the client during claims and addressing any issues that arise.
• Utilize CRM tools to document all client interactions and track opportunities efficiently.
• Stay informed on industry trends, regulations, and new product releases to best serve client needs.
• Conduct regular policy reviews with clients to adjust to changing needs or life circumstances.

Qualifications/Requirements

• Proven experience as an Account Executive in personal insurance or a similar client-facing role.
• Comprehensive knowledge of personal insurance products, coverages, and industry trends.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong interpersonal and communication skills; ability to explain complex insurance terms in a clear and relatable manner.
• High level of organizational and time-management skills with a strong attention to detail.
• Proficient in using CRM systems and Microsoft Office Suite; familiarity with insurance-specific software is a plus.
• Excellent problem-solving abilities with a client-first mindset.
• Ability to work independently and collaboratively as part of a team.

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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Senior Account Manager

Job Summary

Seeking a highly skilled and motivated Senior Account Manager to join a dynamic and collaborative team. This role is ideal for an experienced professional with a strong background in real estate insurance, particularly in managing large, complex accounts.

Compensation Package

• Salary: $100K-$140K (depending on experience) + bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of high-value real estate insurance accounts, including habitational and multi-billion-dollar layered and shared programs.
• Serve as the primary point of contact for clients, fostering strong relationships and ensuring client satisfaction.
• Handle day-to-day service needs, proactively addressing challenges, and managing complex client interactions.
• Collaborate with producers, associate producers, marketing teams, and claims teams to deliver seamless service.
• Quote and renew business, ensuring accuracy and alignment with client needs.
• Oversee a book of business with support from other team members.
• Provide strategic insights and solutions to optimize account performance and client outcomes.

Qualifications/Requirements

• Experience: 5-7+ years of experience in account management, with a focus on real estate insurance and habitational accounts.
• Technical Expertise: Proficiency in managing complex, layered, and shared insurance programs.
• Software Knowledge: Familiarity with AMS360 or similar account management systems.
• Licenses/Certifications: Relevant insurance licenses or designations are preferred.
• Soft Skills:
  • Strong relationship management and communication skills.
  • Proactive and solution-oriented mindset.
  • Ability to handle challenging conversations with professionalism.
  • Team-oriented and collaborative approach.
  • High level of accountability and commitment to excellence.

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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Senior Employee Benefits Account Executive

Compensation Package

• Base Salary: $120,000 – $140,000 annually
• Competitive benefits package, paid time off, professional development opportunities, etc.

Job Summary
Seeking an experienced Senior Employee Benefits Account Executive to manage a portfolio of mid-sized clients. This role involves providing strategic consulting, collaborating with executive leadership, and delivering customized employee benefits solutions.

Responsibilities

• Manage a portfolio of employee benefits clients, ensuring satisfaction and retention.
• Drive client strategy, lead executive-level meetings, and provide consultative advice on benefits programs.
• Utilize advanced Excel skills for reporting and data analysis; develop professional PowerPoint presentations.
• Collaborate with internal teams to deliver solutions and support business growth.

Qualifications/Requirements

• 10–15 years of experience in employee benefits, managing mid-sized client portfolios.
• Strong proficiency in Excel and PowerPoint; excellent presentation and communication skills.
• Holds an active L&H (Life and Health) insurance license.
• Retail insurance experience required.
• Ability to work in a hybrid environment with some onsite presence.

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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Commercial Lines Account Executive

Job Summary

Looking for a highly experienced and strategic Commercial Lines Account Executive to join a boutique-style insurance agency. As a Commercial Lines Account Executive, you will oversee a small team of account managers and a customer service representative, while playing a pivotal role in the growth and success of commercial department.

Compensation Package

• Base Salary: $150,000 - $180,000 (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of three direct reports, including coaching and mentoring team members to achieve their professional goals.
• Oversee and manage high-value commercial accounts.
• Coordinate with carriers to strategically plan and achieve departmental goals.
• Act as a key player in managing and retaining key accounts, ensuring client satisfaction and long-term relationships.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Utilize EPIC software to manage accounts and streamline workflows.
• Contribute to the overall growth and success of the commercial department through strategic planning and execution.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required; professional designations preferred (e.g., CPCU, CIC, ARM).
• Experience: Minimum of 10 years in commercial lines insurance, with a strong background in managing high-value accounts.
• Industry Expertise: Experience with accounts in real estate, hospitality, and construction industries.
• Leadership Skills: Proven ability to manage and mentor a team, with prior leadership experience preferred.
• Technical Skills: Proficiency in EPIC software or similar agency management systems.
• Account Management: Demonstrated success in managing accounts.
• Work Ethic: A commitment to excellence, continuous learning, and contributing to a collaborative team environment.

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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Employee Benefits Director

Job Summary

Seeking a dynamic and experienced Employee Benefits Director to join a team. This role is pivotal in driving new business, consulting with clients, and managing a book of business. The ideal candidate will bring a strong sales background, leadership capabilities, and a consultative approach to client relationships. This is a hybrid position requiring three days in-office, with occasional local travel.

Compensation Package

• Compensation: Between $150K-$200K (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Drive new business opportunities and expand the client base.
• Provide consultative services to clients, ensuring their needs are met with tailored solutions.
• Oversee and clean up the existing book of business, focusing on accounts ranging from 2 to 400 lives.
• Collaborate with the back-office team to ensure operational efficiency.
• Represent the organization in local travel engagements as needed.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required.
• Experience: Proven sales experience is a must; operational or leadership experience is highly desirable.
• Soft Skills: Driven, organized, go-getter, leader, and consultative.
• Technical Skills: Familiarity with benefits-related software is a plus.
• Work Experience: Experience with fully-funded accounts and managing accounts of varying sizes is preferred.

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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Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a growing team. The ideal candidate will be a self-starter with strong client-facing skills and a proven ability to manage and negotiate renewals for large accounts. This is an onsite position offering a dynamic and collaborative work environment.

Responsibilities

• Manage and service a book of business
• Handle client needs, including certificates, claims, and policy analysis
• Conduct renewal negotiations and quote new/renewal business
• Act as a hybrid producer/account manager, maintaining strong client relationships
• Collaborate with the claims department and other internal teams to ensure seamless service delivery
• Utilize AMS360 software for account management (experience preferred but not required)
• Demonstrate excellent communication skills in client-facing interactions

Qualifications/Requirements

• Licenses: Active 2-20 license required (4-40 license may be considered)
• Experience: Minimum of 5 years in a similar role, preferably in large agencies
• Technical Skills: Proficiency in AMS360 software is preferred
• Industry Expertise: Experience working with contractors, condo/HOA, property, construction, and garage dealer accounts
• Soft Skills: Strong communication, self-motivation, and the ability to thrive in a fast-paced environment

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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Commercial Lines Team Lead & Client Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Team Lead & Client Manager to join a team. This role is pivotal in managing a small book of business while leading a team of 8-10 Account Managers and Account Executives across multiple locations. The ideal candidate will bring a strong background in commercial insurance, leadership experience, and a passion for delivering exceptional client service. This is a fully onsite position, offering the opportunity to work in a dynamic and resource-rich environment.

Compensation Package

• Salary Range: $95,000 - $110,000
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a small book of business, focusing on accounts generating over $5,000 in revenue.
• Lead and mentor a team of 8-10 Account Managers and Account Executives.
• Oversee day-to-day operations, ensuring the team delivers high-quality service to clients.
• Collaborate with leadership to implement strategies that enhance team performance and client satisfaction.
• Utilize Applied Epic software to manage accounts and streamline processes.
• Foster a positive and collaborative team culture aligned with the company’s values.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations preferred.
• Experience: Minimum of 5 years in a high-level Account Executive role with demonstrated leadership experience.
• Technical Skills: Proficiency in Applied Epic software.
• Soft Skills: Strong leadership, communication, organizational, and problem-solving skills. Ability to inspire and motivate a team.

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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Commercial Insurance Account Executive

Job Summary

Seeking a motivated and client-focused Commercial Insurance Account Executive to join a dynamic team. This role is essential in developing and maintaining strong relationships with clients while providing expert support in managing commercial insurance accounts. The ideal candidate will have a solid understanding of insurance products and services, exceptional interpersonal skills, and the ability to thrive in a collaborative work environment.

Responsibilities

• Build and maintain strong, long-term relationships with commercial clients by delivering outstanding customer service.
• Proactively identify client needs and present tailored insurance solutions that align with their business goals.
• Manage a portfolio of commercial insurance accounts, ensuring timely handling of renewals, endorsements, claims, and policy reviews.
• Conduct client risk assessments and provide recommendations to mitigate exposure.
• Collaborate with underwriters and insurance carriers to secure competitive terms and coverage options.
• Act as the primary point of contact for client inquiries and provide prompt, accurate, and professional assistance.
• Prepare professional proposals and presentations to effectively communicate policy options to clients.
• Remain up-to-date on industry trends, market changes, and regulatory requirements to provide informed advice and strategies.
• Contribute to the development and achievement of team sales and growth objectives.
• Participate in networking events and professional organizations to expand industry contacts and business opportunities.

Qualifications/Requirements

• Previous experience as an Account Executive or in a similar role in the commercial insurance industry.
• Proven ability to build and maintain relationships with clients, colleagues, and stakeholders.
• Strong understanding of commercial insurance products and risk management principles.
• Exceptional communication and presentation skills, with an emphasis on active listening and attention to detail.
• Demonstrated problem-solving and negotiation skills to achieve mutually beneficial outcomes.
• Proficient in Microsoft Office and insurance management software.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: Between $75K-$100K (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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Client Executive/Client Manager

Job Summary

Looking for a highly skilled and motivated Client Executive/Client Manager to join the Large Commercial Accounts team. This hybrid role involves managing a diverse portfolio of 20 accounts across multiple industries, totaling $8–9M in premium.

Compensation Package

• Base Salary: $150,000

Responsibilities

• Manage a portfolio of 20 accounts across industries such as education, manufacturing, construction, engineering, and real estate
• Act as both Client Executive and Client Manager, depending on the account
• Build and deliver proposals, manage renewals, and serve as the primary point of contact for clients
• Broker deals and negotiate terms with carriers, leveraging established relationships with key insurers
• Review complex insurance terms and alternative program structures
• Collaborate with internal teams to ensure exceptional client service and satisfaction
• Utilize Applied EPIC and Indio software to manage accounts (training provided if necessary)

Qualifications/Requirements

• Experience: Minimum of 10 years in the insurance industry, with a strong technical background in coverage terms, policy structures, and market dynamics
• Licenses: Property & Casualty license required; additional designations are a plus
• Industry Knowledge: Familiarity with carrier appetites and market conditions; established relationships with carriers such as Travelers, The Hartford, Chubb, Zurich, CNA, and Liberty Mutual
• Client-Facing Skills: Proven ability to build and maintain strong client relationships
• Technical Expertise: Experience broking deals and reviewing complex insurance terms
• Soft Skills: Team player, entrepreneurial mindset, energetic, accountable, and clear communicator
• Preferred Background: Candidates with carrier/underwriting experience or a background at global firms such as Marsh, Willis, Gallagher, USI, or MMA are highly desirable

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