Account Executive- Commercial Lines

Position Overview

We are seeking a Commercial Lines Account Executive who will manage a large book of business and serve middle market and large commercial accounts. This role involves providing excellent client service, comprehensive insurance offerings, and thorough policy reviews. Compensation: $60,000 - $115,000 per year.

Key Responsibilities

• Work directly with agency clients to deliver excellent service and comprehensive insurance solutions.
• Manage and service a large book of business including both new and renewal commercial accounts.
• Collect and process all necessary information for quotes and policy reviews.
• Accurately file and maintain client data in the agency management system.
• Shop for new and renewal business through the insurance market and leverage multiple carriers to up-sell existing policies.
• Market accounts to insurance carriers and coordinate with Commercial Sales Agents as needed.
• Ensure all documentation is finalized prior to reaching out to insured clients.
• Handle inbound and outbound calls in a professional and courteous manner.
• Independently service the assigned book of business with accountability and initiative.

Required Qualifications

• In-depth knowledge of Commercial Insurance lines including General Liability, Workers Compensation, Commercial Auto, and Commercial Property.
• Strong communication skills – proficient in person, over the phone, and via email.
• Ability to accurately file and maintain data using an agency management system.
• Understanding of Commercial Insurance Rating Factors and ethical conduct in all business dealings.
• Licensure: 4-40 Insurance license and P&C license required.
• High School Diploma with 2+ years in a professional office environment and proficiency with Microsoft Outlook, Word, and Excel.

Preferred Qualifications

• Four-year college degree
• Proficiency with Vertafore AMS360

Benefits & Perks

• 100% Paid Benefits by employer
• Bonus opportunities and competitive comm plan
• 5% 401k match
• Growth opportunities within a privately owned insurance firm