Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a team. This role is ideal for a professional with a strong background in managing middle to large commercial accounts and a passion for delivering exceptional client service. As a key member of the team, you will work closely with clients, providing hands-on support and serving as a trusted advisor. This position offers a hybrid work environment, with opportunities for in-person client meetings and collaboration with a dynamic team.

Compensation Package

• Salary Range: $75,000 - $100,000 annually (transition to commission-based structure after one year)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of middle to large commercial accounts with premiums of $100,000+
• Serve as the primary point of contact for clients, ensuring their needs are met with professionalism and efficiency
• Conduct in-person client meetings to build and maintain strong relationships
• Handle day-to-day servicing of accounts, including quoting new and renewal business
• Collaborate with specialized departments (certificates, claims, proposals) to ensure seamless client support
• Utilize software tools such as AMS360, ImageRight, Sagitta, WorkSmart, and Excel to manage accounts effectively

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience: 5-6 years of generalist experience managing commercial accounts with premiums of $100,000+
• Technical Skills: Proficiency in Excel and familiarity with AMS360, ImageRight, Sagitta, and WorkSmart
• Soft Skills:
  • Strong time management and organizational skills
  • Ability to work independently and think critically
  • Team-oriented mindset with excellent collaboration skills

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