Commercial Lines Client Executive

 

Job Summary
Seeking an experienced and client-focused Commercial Lines Client Executive to join a forward-thinking insurance agency with a strong reputation for excellence. This role offers the opportunity to leverage commercial lines account management expertise while continuing to grow alongside a collaborative and supportive team.

 

Key Responsibilities

• Provide exceptional service to assigned commercial lines accounts.
• Manage new business and renewal workflows, including applications, proposals, binding, invoicing, and related tasks.
• Research and resolve client issues such as policy forms, endorsements, audits, certificates, and loss experience.
• Communicate effectively with clients, carriers, and internal team members in a timely manner.
• Maintain accurate and complete records of client activities within the agency management software.
• Stay informed on commercial lines marketplace trends and product offerings.
• Collaborate with the Commercial Lines team to achieve departmental goals.
• Build and maintain strong client and carrier relationships to drive retention and satisfaction.
• Cross-sell additional coverages and services through proactive client conversations.

 

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 3-5+ years of commercial lines account management experience in an agency setting.
• Experience working with middle-market accounts and admitted carriers.
• Professional, client-focused, and adaptable in a fast-paced environment.
• Strong collaboration skills with the ability to work independently as needed.
• Experience with EPIC or other agency management software is a plus.

 

Compensation Package

• Competitive salary with benefits package, including paid time off.
• Hybrid work flexibility.
• Supportive, team-oriented culture with accessible leadership.
• Opportunities for continuing education and professional development.
• Exposure to top carrier partners.

 

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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