Account Executive - Commercial Lines

Account Executive – Commercial Lines Job Overview

Our client is looking for a Commercial Lines Account Executive to join our Eau Claire office. The Account Executive manages a book of business, services existing client accounts, and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention. Qualified candidates will be licensed and have 5+ years of commercial lines experience.

• Knowledge of insurance products, rating, and underwriting procedures
• Excellent verbal and written communication skills
• Strong analytical thinking, business acumen and organizational skills
• Proficient computer skills including the ability to document and access information in an electronic system
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities accurately, efficiently, and independently
• Attention to detail and ability to complete tasks with a high degree of accuracy

• Valid WI driver’s license and acceptable driving history
• Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin

• Independently manage a book of business not assigned to an agent
• Prepare submissions and market new/renewal business to appropriate carriers
• Respond to all day‑to‑day inquiries and service issues for assigned clients
• Provide coverage recommendations and collect exposures from clients and prospects
• Maintain agency management system with up‑to‑date and accurate information
• Serve as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
• Track, manage and document open issues keeping the client and agent informed of status and resolution
• Quote, analyze, compare, and recommend coverage options for clients
• Manage renewal timeline to ensure timely execution of client decisions
• Prepare summaries of insurance, renewals, schedules, and proposals
• Review client contracts and policies for accuracy
• Support Agents with new and renewal business presentations as needed
• Build and maintain strong customer relationships through proactive communication
• Communicate and educate clients on latest industry trends, issues, and changes
• Attend client meetings as required
• Organize tasks and resources to complete work and meet deadlines according to established procedures
• Make decisions on a variety of tasks frequently requiring discretion, judgment, and initiative guided by general procedures or standards
• Respond to incoming phone calls and emails promptly and effectively
• Perform basic office functions including emailing, filing, scanning, copying, and faxing
• Deliver exceptional customer service according to our Customer Service Standards with a goal of exceeding customer expectations with every interaction
• Promote a customer‑focused environment by providing friendly, courteous, and helpful service to internal and external customers
• Answer customer questions and resolve complaints in a timely and efficient manner
• Support a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers, and/or vendors

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon‑Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off