Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and detail-oriented Commercial Lines Account Executive to join a team. In this role, you will be responsible for managing and growing a book of commercial insurance accounts, ensuring excellent service delivery, and building strong relationships with clients. The ideal candidate will possess a deep understanding of commercial lines coverage and have a proven ability to anticipate and meet client needs proactively.

Responsibilities

• Serve as the primary point of contact for an assigned portfolio of commercial insurance clients, maintaining strong relationships and ensuring client satisfaction.
• Assess client needs and provide recommendations for coverage solutions to meet their business requirements.
• Prepare and review insurance policy renewals, endorsements, and certificates of insurance to ensure accuracy and proper coverage.
• Act as a liaison between clients, insurance carriers, and internal teams to handle policy changes, claims, and other service-related matters.
• Develop and implement strategies to retain existing clients and expand offerings through cross-selling and upselling opportunities.
• Collaborate with underwriters to negotiate terms, conditions, and premiums to secure favorable outcomes for clients.
• Stay current on industry trends, market conditions, and regulatory changes to provide informed advice and recommendations.
• Participate in client meetings, presentations, and business development initiatives as necessary.
• Maintain accurate and comprehensive records in the agency management system to ensure compliance and proper documentation.

Qualifications/Requirements

• Proven experience in commercial lines account management, account executive, or a related insurance role.
• Strong working knowledge of commercial insurance products, policies, and industry practices.
• Current and valid Property & Casualty Insurance License.
• Demonstrated skills in client management, relationship building, and communication.
• Superior organizational abilities with the capacity to prioritize and manage multiple tasks in a dynamic environment.
• Proficient in agency management software and Microsoft Office Suite.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Ability to work both independently and as part of a team to achieve goals and meet deadlines.

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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