Commercial Account Executive

Key Responsibilities

• Serve as the primary point of contact for assigned commercial accounts.
• Build and maintain strong, long-term relationships with clients through proactive communication and service excellence.
• Conduct regular account reviews, renewals, and coverage assessments to ensure adequate protection.
• Manage all aspects of the client lifecycle, including policy changes, certificates of insurance, endorsements, audits, cancellations, and reinstatements.
• Prepare, market, and present renewal proposals and new business submissions.
• Respond to client inquiries in a timely and professional manner.
• Assist clients with claims reporting and follow-through, partnering with carriers as necessary.
• Evaluate client exposures and gather information needed for quoting and underwriting.
• Prepare submissions and negotiate terms, pricing, and coverage with carriers.
• Maintain strong carrier relationships to optimize placement strategies and client outcomes.
• Ensure all client files are maintained in compliance with agency standards, industry regulations, and E&O protocols.
• Document all client interactions and transactions accurately in the agency management system.
• Identify cross-selling and up-selling opportunities within existing accounts.
• Support producers in securing new business and meeting agency growth goals.
• Maintain high retention levels by delivering exceptional service and strategic insurance solutions.

Qualifications

• High school diploma required; Bachelor's degree preferred.
• 3+ years of commercial lines insurance experience (agency or carrier), preferred.
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance coverages, terminology, and underwriting guidelines.
• Excellent communication, client service, and relationship-building skills.
• Detail-oriented with strong organizational and time management abilities.
• Proficiency with agency management systems (e.g., Applied Epic, AMS360, Vertafore) and Microsoft Office Suite.
• Ability to manage multiple priorities and operate independently in a fast-paced environment.

Benefits

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

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