Commercial Lines Account Executive

Responsibilities

• Build and manage strong relationships with clients, prospects, carriers, and internal teams.
• Identify coverage gaps and provide tailored insurance solutions for complex client needs.
• Analyze losses, review policy forms, handle claims questions, and support claims resolution.
• Oversee daily servicing tasks such as policy processing, invoicing, certificates, and endorsements.
• Lead the renewal process, including trend analysis, pricing negotiations, and proposal delivery.
• Expand book of business through networking, referrals, and cross-selling opportunities.
• Support new business development and onboarding alongside the sales team.
• Develop and present educational materials to clients and prospects as value-added services.
• Ensure compliance with internal procedures and external legal and client requirements.
• Foster teamwork, mentor new staff, and stay current through ongoing training and industry updates.

Requirements

• Valid Property and Casualty Insurance Producer license in good standing.
• Professional Designation specific to area of specialty (e.g., ARM, CIC, RPLU) (preferred).

Skills & Experience

• 10-15 years of experience in Commercial Property & Casualty Insurance.
• Proficient knowledge of insurance coverages, contracts, and state regulations.
• College Degree in a business-related field. (preferred)