Commercial Lines Account Executive

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Executive to manage client relationships, assess their commercial insurance needs, and deliver tailored risk management solutions. This role requires a strong understanding of the commercial insurance space and a commitment to delivering exceptional client service.

Responsibilities:

• Act as the primary point of contact for commercial lines clients, maintaining exceptional levels of service and support.
• Assess client needs, analyze risk exposure, and recommend customized insurance solutions.
• Prepare quotes, proposals, and presentations to effectively communicate policy options for clients.
• Build and maintain strong relationships with underwriters, clients, and carriers to ensure the best possible coverage and pricing solutions.
• Proactively monitor renewals and strategize ways to retain and grow the client portfolio.
• Coordinate with internal teams to process policy changes, endorsements, or claims inquiries on behalf of clients.
• Stay informed about market trends, policy changes, and regulatory requirements impacting the commercial lines insurance industry.
• Identify new business opportunities and contribute to the generation of leads and referrals.
• Collaborate with the sales team to support cross-sell and up-sell initiatives aligned with company goals.
• Ensure the timely and accurate completion of applications, documentation, and communications.

Qualifications/Requirements:

• Bachelor's degree in Business, Finance, Risk Management, or a related field (or equivalent experience).
• 3+ years of experience in a commercial insurance role, preferably in account management or sales.
• Licensed in Property & Casualty insurance (or willingness to obtain licensing within a specified timeframe).
• Strong knowledge of commercial insurance products, policies, and underwriting processes.
• Proven ability to build and maintain professional relationships with clients and industry partners.
• Exceptional verbal and written communication skills.
• Strong analytical, organizational, and time-management skills with the ability to prioritize tasks effectively.
• Proficiency in Microsoft Office Suite and familiarity with insurance management systems (AMS, CRM platforms, etc.).
• Results-driven and self-motivated individual with a passion for client-centric solutions.

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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