Commercial Lines Account Executive - Large Accounts

About This Role

This Account Executive role manages and grows a commercial client portfolio, providing exceptional service and innovative insurance solutions. It involves identifying client needs, developing tailored solutions, and fostering long-term relationships in the commercial lines of business.

Responsibilities

• Build and maintain strong, trust-based relationships with clients and prospects
• Identify new business opportunities and cross-sell additional products and services
• Meet and exceed individual sales goals and revenue targets through account rounding and prospecting
• Conduct thorough needs assessments and deliver customized insurance and total client solutions
• Negotiate terms and coverage with underwriters and carriers
• Ensure compliance with industry regulations and company policies
• Provide exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history
• Develop and deliver formal proposals of insurance including details of coverage, limits, and deductibles
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues

Requirements

• Ability to function independently and as part of a team
• Demonstrated ability to lead projects and teams effectively
• Strong verbal and written communication skills
• High level of understanding accounting or strong math skills
• High degree of critical thinking and problem-solving ability
• Demonstrated attention to detail
• Ability to adapt well to change in a fast-paced environment
• Advanced proficiency with MS Office
• Knowledge of Agency Management Systems (Applied Epic a plus)
• Compliance with continuing education requirements for agent licensing and professional designations

Qualifications

• Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent
• 5+ years commercial insurance experience

Skills

* Required skills

Benefits

Certifications