Commercial Lines Account Executive

As a Commercial Lines Account Executive at Schill Insurance, you are responsible for growing and protecting a portfolio of commercial clients. You build strong relationships, lead strategic conversations, and apply technical expertise and judgement to assess risk and structure coverage effectively. You are a trusted advisor to clients and a key contributor to Schill’s long-term growth.

• Accountable for retention, growth, and overall client experience of current book.
• Balance new business activity with long-term portfolio quality, fit, and sustainability.
• Drive new business through referrals, centers of influence, networking, and proactive prospecting.
• Lead client and prospect meetings focused on understanding operations, uncovering risk, and positioning Schill as a trusted advisor.
• Build and maintain a visible presence in the community to attract new opportunities.
• Maintain an active pipeline and follow through consistently on sales activity and opportunities.
• Provide regular updates on sales activity, market wins and losses, and emerging opportunities.

• Act as the primary relationship contact for commercial clients, balancing advisory credibility with commercial outcomes.
• Lead renewal conversations with a focus on changes in operations, market conditions, and long-term client outcomes.
• Assess client operations, risk exposures, and coverage needs, and provide clear, practical recommendations.
• Ensure coverage is structured thoughtfully, with no unintended gaps, and aligned to client risk tolerance and business goals.
• Communicate proactively with clients throughout the policy lifecycle, including renewals, endorsements, and changes in exposure.

• Manage new business, renewals, endorsements, and cancellations in accordance with Schill and insurer guidelines.
• Review and interpret policy wording to confirm accuracy, intent, and appropriateness of coverage.
• Support remarketing decisions where needed to protect retention and ensure long-term account health.
• Maintain complete, accurate, and timely client records in Epic, including documentation of conversations and decisions.
• Produce professional, clear written correspondence that reflects Schill’s standards and brand.

• Collaborate effectively with internal teams and external partners to deliver a consistent, high-quality client experience.
• Maintain strong working relationships with insurer partners, underwriters, and industry bodies.
• Stay informed on market conditions, insurer appetites, and emerging industry trends.
• Continuously build technical knowledge of commercial coverages, products, and risk exposures.
• Conduct yourself in a manner that reflects Schill Insurance’s values, professionalism, and reputation.

• Confident, outward-facing presence with comfort initiating conversations and building new relationships
• Commercial curiosity and drive to uncover opportunities, not just respond to requests
• Clear, persuasive communication that connects client needs to value and solutions
• Ownership for personal results, pipeline activity, and follow-through
• Balanced persistence that respects client trust, long-term relationships, and sound judgment
• A collaborative approach with account managers and associates, recognizing shared accountability for client success and growth

• Level 2 general insurance license
• Strong working knowledge of commercial insurance coverages, products, and common risk exposures
• Solid understanding of insurer requirements and underwriting principles
• Familiarity with current market conditions, trends, and industry issues
• Proficiency with Epic or similar broker management systems
• Salary range: $75,000–$120,000 annually, depending on experience
• Three weeks (15 days) of vacation to start
• Three paid “You” days per year (one volunteer day, one personal day, and your birthday off with pay)
• Full medical and dental benefits after a three-month probationary period
• RSP matching after one year, starting at a 2% contribution and increasing with years of service