Commercial Lines Account Executive

Salary - $70K - $85K + Hybrid Schedule + Comprehensive Benefits Plan 

We are looking for a candidate with the following qualifications:

• Will be managing a book of middle to large market commercial accounts.
• Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.
• Perform policy quoting, binding, issuing, & renewal marketing.
• Experience identifying account rounding opportunities and suggesting applicable coverage.
• Assist multiple producers while working hand in hand with an experienced service team.
• Prior experience working with multiple A rated insurance carriers.

Requirements

• 5+ years prior experience working with an independent brokerage or agency
• Active P&C License
• Experience working in a team environment
• Salesforce or Applied Epic agency management system experience strongly preferred.

#LI-KB1

Commercial Insurance Account Executive

Job Summary

Are you an experienced insurance professional looking for an engaging, rewarding, and remote opportunity? A leading insurance agency is seeking a Commercial Insurance Account Executive to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Take full ownership of the renewal process.
• Set expectations with clients and carriers regarding renewal deadlines.
• Coordinate with internal teams to process endorsements and certificates.
• Handle incoming service requests from clients promptly, addressing inquiries and concerns.
• Manage the quoting process for new and renewal business.
• Provide direct support to producers by managing and facilitating day-to-day activities.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for client presentations.
• Review endorsements for accuracy and compliance with clients' insurance requirements.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.
• Prioritize and manage workload efficiently.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Exceptional client service orientation with a proactive and solutions-driven approach.
• Experience handling client inquiries, concerns, and providing timely resolutions.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Strong organizational and time management skills to prioritize and manage workload efficiently.
• Attention to detail in policy reviews, documentation, and client communication.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• Previous experience handling middle- to large-market accounts – required.
• Previous Private Equity and Technology experience – required.
• 5+ years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $120k-$150k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

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.

#LI-CD3

Salary/Benefits

• $120,000 - $130,000/year (based on experience)
• Uncapped Commission
• Full medical benefits
• 7 paid company holidays
• 3 floating holidays
• Generous PTO

Job Description

• Developing and implementing sales strategies to acquire new clients and retain existing ones within the workers' compensation and P&C sector
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing guidance on workers' compensation matters.
• Conducting presentations and product demonstrations to showcase the TPA's services and capabilities.
• Building and maintaining relationships with key decision-makers and stakeholders in target organizations

Requirements

• Bachelor's degree in Business, Insurance, or a related field.
• 7+ years of TPA sales executive experience selling workers compensation claims handling services
• Must be willing to travel up to 50%
• Excellent communication, interpersonal, and customer service skills.

#LI-MW1

INDTJG-CTT

Commercial Insurance Account Manager / Executive

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-OS1

We are seeking an experienced Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in the NYC Metropolitan area. Please see qualifications below:

Essential Duties and Responsibilities:

• Primary Role is to assist busy producer primarily with Personal lines.
• Prepare and send Broker of Record Authorization forms and process with the carriers.
• Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
• Maintains follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items.
• Checks new and renewal policies and endorsements for accuracy in coverage.
• Assists with marketing renewals and new lines of insurance for producer’s accounts.
• Manages billing issues, and tracks cancellations.
• Manage renewal reviews and remarketing when necessary.
• Help producer from having a nervous breakdown and keep her organized.

Qualifications

• Prior experience with AMS360
• Excel and word proficient
• Current NYS Brokers License
• Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willing to learn.
• Comprehensive knowledge of various insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines.
• Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems in order to secure quotes. The more carriers the better
• Knowledge of Flood Coverage and how to quote and secure policies.
• Ability to secure all required underwriting information from new clients and/or producers to market the account.
• Quote new business and renewals based on risk with one or more carriers.
• Knowledge of running underwriting reports and the ability to interpret the information provided.
• Have a knowledge of high-net-worth clients and their coverage needs.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, self-motivated.

#LI-JL1

Employee Benefits Account Executive

Job Summary

Are you an experienced insurance professional with employee benefits expertise? If so, a growing agency is currently seeking an Employee Benefits Account Executive to join their team. If you're looking for a dynamic role that combines strategy, client interaction, and the chance to make an impact in the insurance world, this may be the opportunity you've been waiting for.

Responsibilities

• Manage a diverse portfolio of accounts, ensuring client satisfaction and retention.
• Cultivate strong relationships with clients, serving as their trusted advisor on employee benefits solutions.
• Establish and nurture strong relationships with insurance carriers and vendors.
• Collaborate with team members to manage client relationships and service activities.
• Assist clients with understanding policies, resolving issues, and managing benefit programs.
• Design, implement, and manage employee benefit programs in alignment with client objectives.
• Conduct needs analysis, strategy calls, enrollment meetings, and renewal processes.
• Model benefit contributions to reduce costs while ensuring compliance with regulations.
• Coordinate RFP process, prepare proposals, and ensure compliance with legislative changes.
• Stay updated on emerging trends, best practices, and regulatory changes within the insurance industry.
• Advocate for clients on claims and carrier relations while maintaining confidentiality.
• Serve as a mentor to junior team members, providing guidance and support to foster their professional development.

Qualifications/Requirements

• Excellent presentation, verbal, and written communication skills.
• Solid knowledge of group health and welfare benefit plan coverage.
• Understanding of current legislation, rules, laws, and regulations related to insurance and benefits.
• Thorough knowledge of insurance products and coverage, as well as health and ancillary products.
• Solid knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation.
• Knowledge of rating procedures, coverage, and industry operations to manage and maintain accounts.
• Ability to work with clients at a strategic level.
• Strong organizational skills and attention to detail.

• Holds an active Life and Health (L&H) Insurance License.
• Demonstrated proficiency in Microsoft Office products.
• Preferred Agency Management System Experience: Applied EPIC
• At least 2 years of experience in an Employee Benefits Account Executive role – required.
• At least 5 years of experience in Employee Benefits within an agency setting – required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.
• Proven track record of success in a client-facing role within the insurance industry.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: $100K+ (depending on experience)
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.

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.

#LI-TR1

Commercial Lines Account Executive

Job Summary

An established agency is seeking a motivated Commercial Lines Account Executive with Small Business experience. This role involves fully servicing a book of business, focusing on Business Owner Policies (BOPs) and Small/Select Business accounts. Ideal candidates will excel in managing client relationships, handling certificates, driving marketing efforts, and maintaining strong carrier relationships. Responsibilities include preparing proposals, quoting for new and renewal business, and ensuring client satisfaction through proactive service delivery.

Responsibilities

• Take full ownership of the renewal process.
• Set expectations with clients and carriers regarding renewal deadlines.
• Coordinate with internal teams to process endorsements and certificates.
• Handle incoming service requests from clients promptly, addressing inquiries and concerns.
• Manage the quoting process for new and renewal business.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for client presentations.
• Review endorsements for accuracy and compliance with clients' insurance requirements.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.
• Prioritize and manage workload efficiently.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Exceptional client service orientation with a proactive and solutions-driven approach.
• Experience handling client inquiries, concerns, and providing timely resolutions.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Strong organizational and time management skills to prioritize and manage workload efficiently.
• Attention to detail in policy reviews, documentation, and client communication.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• 7+ years of relevant insurance industry experience preferred.
• Prior Small Business experience is required.
• Previous hands-on marketing experience, with a demonstrated ability to actively engage directly in the marketing process, is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $100k-$150k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.

#LI-DM2

• Medical
• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking

#LI-DL1

Employee Benefits Account Executive

Job Summary

Are you an experienced insurance professional with employee benefits expertise? If so, a leading agency is currently seeking an Employee Benefits Account Executive to join their team. If you're looking for a dynamic role that combines strategy, client interaction, and the chance to make an impact in the insurance world, this may be the opportunity you've been waiting for.

Responsibilities

• Manage a diverse portfolio of accounts, ensuring client satisfaction and retention.
• Prepare accurate and timely quotes for both new and renewal business.
• Cultivate strong relationships with clients, serving as their trusted advisor on employee benefits solutions.
• Establish and nurture strong relationships with insurance carriers and vendors.
• Collaborate with team members to manage client relationships and service activities.
• Assist clients with understanding policies, resolving issues, and managing benefit programs.
• Design, implement, and manage employee benefit programs in alignment with client objectives.
• Conduct needs analysis, strategy calls, enrollment meetings, and renewal processes.
• Model benefit contributions to reduce costs while ensuring compliance with regulations.
• Coordinate RFP process, prepare proposals, and ensure compliance with legislative changes.
• Stay updated on emerging trends, best practices, and regulatory changes within the insurance industry.
• Advocate for clients on claims and carrier relations while maintaining confidentiality.
• Serve as a mentor to junior team members, providing guidance and support to foster their professional development.

Qualifications/Requirements

• Excellent presentation, verbal, and written communication skills.
• Solid knowledge of group health and welfare benefit plan coverage.
• Understanding of current legislation, rules, laws, and regulations related to insurance and benefits.
• Thorough knowledge of insurance products and coverage, as well as health and ancillary products.
• Solid knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation.
• Knowledge of rating procedures, coverage, and industry operations to manage and maintain accounts.
• Ability to work with clients at a strategic level.
• Strong organizational skills and attention to detail.

• Holds an active Life and Health (L&H) Insurance License.
• Previous self-funded experience is required.
• Previous experience working with large group sizes is required.
• Familiarity with industry-specific software, technology platforms, and rating systems.
• Proficient in utilizing a wide range of digital tools and software applications, including Microsoft Office products.
• 7 years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.
• Proven track record of success in a client-facing role within the insurance industry.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $120K-$125K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.
• Dedicated training period.

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.

#LI-EH1

Commercial Lines Account Executive

Job Summary

Are you an experienced insurance professional looking for a collaborative and growth-oriented environment? If so, a growing agency is seeking a Commercial Lines Account Executive to join their team! Key responsibilities include servicing a book of business, handling policy changes, managing the renewal process, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this role is for you.

Responsibilities

• Take full ownership of the renewal process.
• Set expectations with clients and carriers regarding renewal deadlines.
• Coordinate with internal teams to process endorsements and certificates.
• Handle incoming service requests from clients promptly, addressing inquiries and concerns.
• Manage the quoting process for new and renewal business.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for client presentations.
• Review endorsements for accuracy and compliance with clients' insurance requirements.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.
• Prioritize and manage workload efficiently.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Exceptional client service orientation with a proactive and solutions-driven approach.
• Experience handling client inquiries, concerns, and providing timely resolutions.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Strong organizational and time management skills to prioritize and manage workload efficiently.
• Attention to detail in policy reviews, documentation, and client communication.
• Holds an active Property and Casualty (P&C) Insurance License.
• Required Agency Management System Experience: EPIC
• Previous experience in the Property & Casualty (P&C) insurance industry is required.
• 5+ years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $75k-$100k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

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.

#LI-SL1