Commercial Lines Account Executive

Reporting to the Commercial Lines Manager, the Commercial Lines Account Executive will deliver comprehensive client services for a designated property and casualty book of business. This portfolio will include both new and renewal accounts within the agency. Opportunities for in-office, hybrid, or remote work arrangements are available.

• Manage a book of business (new and renewal) accounts for small to middle market commercial accounts.
• Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to client requests and needs, such as the issuance of certificates of insurance and policy changes.
• Provide accurate, thoughtful, and prompt services to all clients and related client stakeholders within 24 hours of when the request is received from the client.
• Demonstrate the ability to consistently enhance knowledge of all assigned accounts and effectively market renewals to various carrier partners as required.
• Continuously expand your knowledge of the property and casualty markets by utilizing the resources provided by the agency.
• Through account proposals, provide accurate summaries of coverage, submissions, and presentations using various Microsoft Office products.
• Provide all necessary support to Producers/Sales Agents in maintaining their current book of business and prospects in the pipeline.
• Ability to be a key liaison between Producers/Sales Agents and clients, as well as between the agency and carrier partners.

• A A minimum of 3 to 5 years of relevant work experience in handling commercial insurance accounts across various industry sectors is required, while more than 5 years of experience is preferred.
• Ability to provide exceptional client service to all accounts within your assigned book of business.
• A high school diploma or GED is required; an associate's or bachelor's degree is preferred.
• A A current active driver's license is required.
• An active Property and Casualty Insurance License is required.
• Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) is preferred.

• Candidates should demonstrate a sense of urgency and the ability to meet strict deadlines.
• The candidate should possess self-motivation and strong organizational skills.
• The ability to work independently while also maintaining a high level of interaction with team members and external stakeholders related to the client (such as carriers and lenders) is essential.
• Proactively manage and protect the agency’s reputation and confidential client information.