Account Executive – New Business (Producer)

Job Summary

Seeking a motivated and results-driven Account Executive – New Business (Producer) to join a growing sales team. This role is ideal for a professional with a hunter mentality, eager to generate new business and build strong relationships with professional services firms, including lawyers and accountants. The position offers a competitive compensation package, hands-on training, and a hybrid work schedule. If you are passionate about sales and thrive in a dynamic environment, encourage you to apply.

Compensation Package

• Base Salary: $45,000 to $55,000 (flexible for exceptional candidates)
• Commission: Monthly structure based on production, ranging from 2% to 12% of revenue
  • Top performers have earned over $40,000 annually in commission
  • Average performers earn approximately $24,000 annually in commission
• Benefits:
  • Medical insurance (with vision savings pass)
  • Dental insurance
  • Voluntary life insurance
  • Short-term and long-term disability
  • 7 paid holidays (8 days off total)
  • Paid time off starting at 10 days, with potential to increase to 3 weeks PTO and 3 sick days with tenure
• 401(k): Company match available
• Work Schedule: Hybrid (3 days in-office, 2 days remote after training)

Responsibilities

• Conduct high-volume outbound phone calls to solicit prospects and generate new business.
• Manage a large pipeline of prospects and adhere to a structured sales process.
• Handle policy, system, and payment inquiries throughout the sales process.
• Coordinate with marketing for campaigns and leads generated via social media, email, and bar association events.
• Assist in marketing and branding efforts for the program and company.
• Perform light underwriting tasks tied to new business sales.
• Build and maintain relationships with decision-makers at professional services firms, including firm owners, partners, and practice managers.

Qualifications/Requirements

• Experience:
  • Minimum of 2 years of professional office experience and outbound sales (preferred).
  • Proven hunter mentality with comfort in high outbound call volumes.
  • Experience managing a large prospect pool and following a defined sales process.
  • Familiarity with professional services firms (lawyers and accountants) is a plus.
• Licensure:
  • Illinois Property & Casualty (P&C) license or ability to obtain within a reasonable timeframe.
• Skills:
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office and internal policy/CRM systems.
  • Ability to perform light underwriting within the sales process.
• Location:
  • Must reside in Lisle, Illinois, or within a 35–45 minute commute.

#LI-AS2

Commercial Lines Account Executive (CLAE)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive (CLAE) to join a dynamic team. This role is essential to the operations and offers an exciting opportunity to work with a diverse portfolio of accounts, including construction, sports, non-profits, real estate, and condominiums. The ideal candidate will have a proven track record of managing accounts with premiums of $200K or more and possess excellent client-facing and presentation skills. This is a hybrid position, requiring in-office presence on Tuesdays and Thursdays.

Compensation Package

• Salary Range: $100,000 - $120,000 annually
• Benefits: Comprehensive benefits package offered
• 401(k): Included
• Work Arrangement: Hybrid (Tuesdays and Thursdays in the office)

Responsibilities

• Manage a portfolio of accounts with a focus on construction, real estate, non-profits, sports, and condominiums.
• Handle accounts with an average premium of $200K or more.
• Conduct proposal meetings and present in front of clients to secure new and renewal business.
• Collaborate with internal teams to ensure client satisfaction and account growth.
• Maintain and develop strong relationships with clients, providing exceptional service and support.

Qualifications/Requirements

• Proven experience managing commercial lines accounts with premiums of $200K or more.
• Familiarity with real estate, condominium, and property accounts is preferred but not required.
• Strong presentation and client-facing skills.
• Ability to work effectively in a hybrid work environment, with in-office presence on Tuesdays and Thursdays.
• Excellent organizational and communication skills.

#LI-DD3

Senior Commercial Insurance Account Executive (Atlanta GA) - Hybrid

$100K-$150K base, + Commission/Bonus potential!

About Us:
We are a leading provider of comprehensive insurance solutions tailored specifically for apartment buildings and real estate portfolios. We proudly serve a wide range of clients, from developers and property managers to owners of historic, affordable, student, senior, and coastal properties. Whether the portfolio is large or small, we provide customized property, liability, and umbrella insurance that meets the unique needs of each client, regardless of their track record or claims history. Our goal is to deliver exceptional, tailored service to our valued clients across the Southeast.

The Role:
Are you an experienced insurance professional with a passion for building client relationships and solving complex problems? We’re looking for a Senior Account Executive to join our team and play a critical role in driving business growth while delivering outstanding service to our clients. This hybrid position offers flexibility with the option to work remotely 3-4 days a week once you’re settled in. As a Senior Account Executive, you will work alongside a dynamic sales team, assisting with new business development and managing a select portfolio of existing clients. You’ll be responsible for handling renewals, processing claims, and providing expert guidance on insurance policies. Your role will also involve collaborating with underwriters to ensure timely policy updates and maintaining long-lasting, positive client relationships. If you’re a highly motivated, detail-oriented individual with a knack for building relationships and navigating the complexities of the insurance industry, this is the opportunity for you!

Key Responsibilities:

• Collaborate with Producers: Work closely with Producers to keep clients informed and ensure their needs are met.

• Client Relationship Management: Build and maintain strong, positive relationships with clients, providing expert advice and helping them navigate their insurance options.

• Policy & Coverage Support: Guide clients through policy renewals, coverage assessments, and claims processing to ensure their insurance needs are fully addressed.

• Vendor Coordination: Liaise with vendors to ensure the smooth and timely processing of insurance requests.

• Deadline Management: Stay on top of key deadlines and milestones, proactively communicating with Producers when necessary.

• Billing & Accounts: Oversee Accounts Receivables, manage Direct Billing, and ensure invoices are processed accurately.

• Documentation & Submissions: Prepare and submit Acord applications, Schedules of Insurance, Loss Summaries, and Renewal Proposals.

• Policy Audits & Reporting: Assist with policy audits, process monthly reports, and identify and resolve any accounting discrepancies.

• Client Inquiries: Respond promptly to client emails and phone calls, delivering top-tier service and guidance.

• Quality Control: Perform detailed checks to ensure policies and documentation are accurate and complete.

What We’re Looking For:

• Experience: 6-10+ years of experience in real estate insurance account management, preferably with property and casualty insurance.

• Relationship Skills: Proven ability to build and nurture long-term client relationships, with a consultative approach to insurance solutions.

• Expertise: Strong knowledge of insurance policy management, renewals, claims processing, and coverage evaluations.

• Detail-Oriented: Exceptional organizational skills and a keen eye for detail, ensuring accurate and timely execution of tasks.

• Communication: Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and confidently.

• Technical Proficiency: Experience with industry tools and systems, such as Insurance Agency Management Systems (EPIC preferred).

• Educational Background: A Bachelor’s degree in Business, Finance, Risk Management, or a related field is a plus.

• Self-Starter: Ability to work both independently and as part of a collaborative team in a flexible, hybrid work environment.

Why Join Us?

• Flexible Work Environment: Enjoy the flexibility of a hybrid work schedule, with the option to work remotely 3-4 days a week once you’re established.

• Dynamic Team: Join a dedicated team of professionals committed to delivering exceptional service and building lasting client relationships.

• Career Growth: We offer opportunities for career development and advancement in a growing industry.

• Impactful Work: Play a key role in supporting the success of property developers and managers across a variety of communities, from historic buildings to cutting-edge new developments.

If you’re ready to take the next step in your career and join a company that values expertise, collaboration, and client service, we’d love to hear from you. Apply today!

#LI-DT1

#hybrid

Personal Insurance Account Executive

Job Summary

Seeking a motivated and customer-focused Personal Insurance Account Executive to join a growing team. The successful candidate will be responsible for managing and expanding relationships with individual clients by providing tailored insurance solutions and exceptional customer service. In this role, you will play a crucial part in ensuring client satisfaction, retention, and growth.

Responsibilities

• Serve as the primary point of contact for personal lines clients, addressing inquiries and concerns in a timely and professional manner.
• Assess clients’ insurance needs and provide personalized recommendations to meet their unique requirements.
• Explain policy features, terms, and coverage options clearly and transparently to clients.
• Proactively identify and pursue opportunities to cross-sell and upsell insurance products and services.
• Build and maintain long-term relationships with clients, ensuring a positive and consistent customer experience.
• Prepare and present tailored insurance quotes, reviewing and finalizing applications with accuracy and attention to detail.
• Collaborate with underwriters, carriers, and internal teams to address policy issues and ensure timely resolution.
• Stay up-to-date on industry trends, market conditions, and competitive products to provide informed advice to clients.
• Maintain detailed and accurate records of client communications and transactions in compliance with company policies.
• Contribute to team efforts and participate in ongoing training and development opportunities to enhance skills and performance.

Qualifications/Requirements

• Proven experience as an Account Executive, Insurance Agent, or similar role in the personal lines insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong communication and interpersonal skills with a customer-first mindset.
• Ability to explain complex insurance concepts in a clear and approachable manner.
• Demonstrated ability to build and maintain meaningful client relationships.
• Goal-oriented with a track record of meeting or exceeding performance targets.
• Excellent organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively.
• Proficiency with insurance management software and common office tools (e.g., Microsoft Office Suite).
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred but not required.

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-AB1

High Net Worth Account Executive

Job Summary
A leading independent insurance agency is seeking a highly motivated and experienced professional to join the High Net Worth (HNW) Personal Lines team. The Account Executive will be responsible for managing all aspects of daily client service, renewals, and re-marketing across P&C personal insurance lines. This role offers the opportunity to work with sophisticated clients in an autonomous and supportive environment.

Compensation

• Compensation: Between $90K-$110K (based on experience).
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Key Responsibilities

• Manage day-to-day client service, including policy changes, binders, certificates, ID cards, and billing inquiries
• Provide claims counseling and assistance during the settlement process
• Assist with applications, risk profile assessments, and renewal questionnaires
• Review policy terms and limits to ensure adequacy for client needs and risk profile
• Re-market renewals when necessary, negotiating terms with incumbent and alternative carriers
• Prepare and present detailed renewal reviews to clients
• Implement new and renewal programs, ensuring clients receive comprehensive coverage documentation
• Identify opportunities to cross-sell, upgrade, or enhance existing coverage

Qualifications & Competencies

• 5+ years of personal lines experience, with a focus on HNW client and account management
• Experience with carriers specializing in HNW clients (e.g., Chubb, Cincinnati, AIG, PURE, etc.)
• Expertise across multiple coverage types, including Auto, Home, Umbrella, Flood, Boat & Yacht, and Family Office
• Holds an active P&C (Property and Casualty) insurance license
• Proficiency with agency management software and standard office applications
• Strong communication, organizational, and leadership skills
• Ability to thrive in a team-oriented environment and manage responsibilities independently

#LI-JL1

Producers and Commercial Lines Specialist

Job Summary

Seeking dynamic and motivated Producers and Commercial Lines Specialists to join a growing team. This is an exciting opportunity to work with middle-market commercial accounts, focusing on renewals, marketing, and building strong client relationships. The ideal candidate will have a proven track record in the insurance industry, a passion for delivering exceptional service, and a hunger for success.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including 401(k)
• Opportunities for professional growth and development

Responsibilities

• Manage and grow a portfolio of middle-market commercial accounts
• Handle renewals and market accounts effectively to meet client needs
• Build and maintain strong relationships with clients and stakeholders
• Collaborate with internal teams to ensure seamless service delivery
• Utilize EPIC software for account management and documentation
• Meet and exceed sales and performance targets

Qualifications/Requirements

• Active Property & Casualty (P&C) license
• 2-5 years of experience in the insurance industry, specifically with middle-market commercial accounts
• Proficiency in EPIC software is preferred
• Strong communication, negotiation, and interpersonal skills
• A proactive and results-driven attitude
• Ability to work independently and as part of a team

#LI-AP1

Senior Commercial Lines Account Manager

Job Summary

Seeking a detail-oriented and experienced Senior Commercial Lines Account Manager. You will play a pivotal role in managing and maintaining commercial insurance accounts by fostering strong client relationships and delivering exceptional service. Partnering closely with clients, carriers, and team members, you will ensure accounts are effectively managed while driving a high level of customer satisfaction. This is an excellent opportunity for an organized and proactive professional with a passion for cultivating long-term, trusted client relationships and a strong understanding of commercial insurance products.

Responsibilities

• Serve as the primary point of contact for clients, ensuring a positive and seamless customer experience.
• Manage and oversee a portfolio of commercial insurance accounts, ensuring accurate and up-to-date documentation.
• Assist clients in developing insurance programs tailored to their unique business needs, including endorsements, audits, and renewals.
• Provide proactive insights to clients on available coverages, compliance updates, and risk management strategies.
• Maintain and develop relationships with insurance carriers to ensure competitive pricing, coverage, and policy options.
• Coordinate with internal teams to manage claims processes and address any client queries promptly.
• Review and analyze insurance policies, endorsements, and agreements to ensure completeness and accuracy.
• Execute cross-sell and up-sell opportunities to expand the value and coverage portfolio of existing accounts.
• Stay informed on trends and developments in the commercial insurance industry to better serve clients.

Qualifications/Requirements

• Proven experience (5+ years) in commercial insurance account management or related roles.
• Comprehensive knowledge of commercial insurance products, coverages, and risk management practices.
• Strong communicator with the ability to explain insurance concepts to diverse audiences across varying levels of insurance knowledge.
• Familiarity with agency management systems and proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Exceptional time management, organizational, and problem-solving skills.
• Demonstrated ability to manage multiple accounts and prioritize tasks in a dynamic environment.
• Commitment to providing exceptional customer service with attention to detail and accuracy.
• Current Property and Casualty license required.

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-BC2

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 supporting the largest account and collaborating with a senior Account Executive to ensure exceptional client service. The ideal candidate will have a strong background in commercial lines insurance, particularly with middle-market and real estate accounts, and a passion for delivering high-level servicing. This is an excellent opportunity for a motivated professional looking to advance their career in a reputable and diversified insurance brokerage.

Compensation Package

• Salary: Up to $125,000 (depending on experience)
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Provide high-level servicing and day-to-day management of middle-market commercial lines accounts, with a focus on real estate accounts
• Support the senior Account Executive and Director of Commercial in managing the largest accounts
• Handle quoting for new and renewal business
• Collaborate with internal teams to ensure seamless client service and account management
• Maintain and update account information using AMS360 software
• Participate in client meetings and training sessions as needed

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license is required
• Experience: Minimum of 5 years of commercial lines insurance experience, with a focus on middle-market or large accounts
• Preferred Expertise: Experience with real estate accounts is highly desirable
• Technical Skills: Proficiency in AMS360 software is required
• Attributes: Strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively

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-KD1

Position: Marketing Account Executive – Commercial Lines

Compensation Package:

• Salary Range: $125,000 – $220,000 (based on experience)
• Benefits: Health, Dental, and Vision Insurance, Paid Time Off, 401(k) with Company Match, Tuition Reimbursement, Hybrid Work Options

Role Overview

The Marketing Account Executive – Commercial Lines is responsible for leading and coordinating marketing activities for new and renewal business, while supporting Producers in sales and client service efforts.

Key Responsibilities:

• Serve as a consultative point of contact for clients, identifying needs and providing coverage recommendations with supporting rationale.
• Demonstrate strong negotiation skills and respond to Requests for Proposals (RFPs).
• Participate in prospect meetings and direct mid-year reviews.
• Collaborate with national leadership to drive Line of Business (LOB) strategy and initiatives.
• Lead, mentor, and train other account service team members.

Desired Qualifications

• Bachelor’s degree or equivalent combination of education and/or related experience.
• Minimum of six years of relevant insurance industry experience.
• Holds an active P&C (Property and Casualty) insurance license.
• Broad knowledge of markets, policies, and coverage issues across multiple states and industries.
• Strong organizational skills with the ability to plan and prioritize workload effectively.
• Proven leadership skills to guide, develop, and support team members.
• Excellent communication and interpersonal abilities to build and maintain business relationships.
• Strong persuasion and negotiation skills when working with carriers and motivating staff.
• Sound judgment and problem-solving ability to analyze information and resolve client, market, or internal issues.
• Proficiency in Microsoft Office Suite and related applications.
• Ability to travel overnight as needed.

Preferred Qualifications

• Advanced degree(s).
• Additional insurance designations or certifications.
• Extensive prior experience leading teams or managing complex projects.

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-RM10
#INDTJG-ST

Responsibilities

• Cultivate and maintain relationships with new and existing clients
• Analyze clients' insurance needs and develop comprehensive risk management strategies
• Negotiate and place policies with insurance carriers to meet clients' coverage requirements
• Collaborate with underwriters and producers to ensure timely and accurate policy issuance and account management
• Review and analyze insurance contracts, endorsements, and audits to identify discrepancies and ensure accuracy
• Keep abreast of industry trends, insurance products, and market changes to provide proactive and innovative solutions to clients
• Provide exceptional customer service and respond promptly to client inquiries and service requests
• Develop and implement retention strategies to increase client satisfaction and maintain a high level of client retention
• Meet and exceed sales targets and revenue goals through cross-selling opportunities and account rounding

Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience)
• 3+ years of experience in commercial insurance account management or related field
• Proven track record of success in cultivating and managing commercial insurance accounts
• Strong understanding of commercial insurance products, coverages, and underwriting processes
• Excellent communication, negotiation, and presentation skills
• Proficiency in insurance agency management systems and Microsoft Office suite
• A valid insurance license and relevant industry certifications (e.g., CIC, CRM) is a plus

#LI-BD1