Commercial Lines Account Executive

Responsibilities

• Aid in renewal processes, including sending and following up on renewal emails and documentation 90 days prior to deadlines
• Update underwriting analysis and client records as needed
• Process endorsements, policies, forms, and tax filings
• Prepare proposals and finance agreements
• File documents and emails from insureds/agents
• Occasionally make outbound calls to agents to follow up on pending items
• Support quoting of new and renewal business
• Collaborate with the Account Executive and other team members to ensure efficient workflow

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 5+ years in a similar role, preferably in the construction insurance sector
• Technical Skills: Proficiency in Applied EPIC and TAM software
• Soft Skills: Team player with the ability to work independently, driven, self-motivated, and goal-oriented, strong communication skills, detail-oriented with excellent organizational skills, demonstrates good tenure and commitment to professional growth

Compensation Package

Salary: $60,000 - $80,000 annually, based on experience
Competitive benefits package, paid time off, professional development opportunities, etc.