Commercial Lines Account Executive

Responsibilities

• Manage a portfolio of commercial lines accounts, ranging in size from $100,000 to $500,000.
• Provide strategic guidance to clients, ensuring their insurance needs are met with tailored solutions.
• Quote new and renewal business, maintaining a high level of accuracy and timeliness.
• Collaborate with Account Managers to foster their professional growth through coaching and mentorship.
• Uphold a team-first approach, contributing to a collaborative and supportive work environment.
• Utilize EPIC software to manage client accounts and streamline processes.
• Maintain composure and professionalism during high-pressure situations, such as tight renewal cycles or challenging client interactions.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in commercial lines insurance; 8+ years preferred.
• Technical Skills: Proficiency in EPIC software is required.
• Soft Skills:
• Strategic thinking with the ability to view the client holistically.
• Clear and confident communication skills, both written and verbal.
• A coaching mindset with a focus on team development and growth.
• Strong ownership and follow-through on commitments.
• Composure under pressure and the ability to handle challenging situations with professionalism.
• A team-oriented attitude aligned with our core values.