Commercial Lines Account Executive

About the role

Seeking a dedicated and experienced Commercial Customer Service Representative (CSR) to join a family-oriented, stable, and collaborative team. You will manage and service a diverse book of middle-market accounts in a supportive workplace with minimal turnover.

Responsibilities

• Manage and service a book of business with $3-5 million in premium, focusing on middle-market accounts.
• Review and understand policies thoroughly to ensure accuracy and compliance.
• Handle a variety of accounts, including construction and contractor clients.
• Quote new and renewal business, ensuring timely and accurate processing.
• Collaborate with team members to cross-sell personal lines of insurance when applicable.
• Utilize EPIC software to manage client accounts and documentation efficiently.

Requirements

• Property & Casualty (P&C) license required.
• Prior experience in commercial lines insurance is preferred.
• Proficiency in EPIC software or similar agency management systems.
• Hybrid schedule with three days in-office required.

Skills

• Strong organizational skills and attention to detail.
• Ability to manage a diverse portfolio of accounts.

Pay

Salary Range: $80,000 - $100,000 annually.

Benefits

• Competitive benefits package.
• 401(k) retirement plan.
• Paid time off.
• Professional development opportunities.