Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role involves managing a substantial book of business, providing exceptional client service, and overseeing account management processes. The ideal candidate will have a proven track record in middle-market account management, with the ability to work independently and efficiently in a hybrid work environment.

Compensation Package

• Salary Range: $75,000 - $95,000+ (depending on experience)
• Benefits: Comprehensive benefits package, including health insurance, 401(k) plan, and paid time off (PTO)

Responsibilities

• Manage a book of business with approximately $800,000 in revenue, focusing on middle-market accounts ranging from $100,000 to $500,000
• Provide end-to-end (A-Z) account management services, ensuring client satisfaction and retention
• Collaborate with junior-level colleagues for task delegation and support
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and delivering tailored solutions
• Assist in the transition from Sagitta and ImageRight software to Epic, ensuring a smooth and efficient process
• Maintain a high level of professionalism and expertise in commercial lines insurance

Qualifications/Requirements

• Proven experience in commercial lines account management, preferably at a mid to senior level
• Strong knowledge of middle-market accounts and the ability to manage a substantial book of business
• Proficiency in insurance software systems; experience with Sagitta, ImageRight, and Epic is a plus
• Excellent communication, organizational, and problem-solving skills
• Ability to work effectively in a hybrid work environment
• Self-motivated, detail-oriented, and capable of working independently with minimal supervision

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