Commercial Lines Account Executive Share LinkedIn Twitter Facebook Google Email

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The Commercial Lines Account Executive (AE) works alongside the Producer and provides support in obtaining, maintaining, expanding and servicing accounts. The AE is responsible for assisting the Producer in rounding out the client's account.

The AE possesses more coverage knowledge than that of an Account Manager. The AE should be able to interact with medium-to-large accounts with minimal to no assistance from the producer.

• Identifies, designs, and implements placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages.
• Provides support to producers to help clients and reach agency business goals.
• Seeks referrals from clients and follows through to get new accounts.
• Reviews final proposals and helps coordinate any presentations according to agency standards.
• Helps in negotiating quotes with appropriate carriers.
• Assists with new business by collecting the required documentation for submissions and reviewing client contracts.
• Advise Account Managers on possible markets for renewal submissions.
• Works to help build and maintain a working and personal relationship with the client alongside the producer.
• Maintains knowledge of developments or changes with carriers and new federal/state laws that affect how clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures.
• Represents the agency in coordination with producers in handling complaints, arbitrating disputes or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitates the processing of business.
• Assists in the training and development of team members with respect to coverage knowledge as needed.
• Pursues professional studies and maintains a familiarity with trends in the industry and with new insurance products, meets with producers and account managers on a regular basis to review and address accounts.

Years of

Experience:

• 5-7 years of experience as a Senior Account Manager, Underwriter or Producer

Education:

• Bachelor's Degree; or combined equivalent years of education and experience

License, Certification, or Registration:

• P&C License is required