Commercial Lines Account Executive

Commercial Insurance Account Executive

Job Description

Position: Commercial Insurance Account Executive

Position Summary: The Commercial Insurance Account Executive provides Risk Management Consulting and Account Management services to assigned commercial lines accounts. This position requires a highly motivated and organized individual as well as team leader. The Account Executive provides, maintains, and as needed, improves customer service and builds professional relationships with multiple customer contacts.

• Must possess a valid Property and Casualty License; insurance designations such as CIC, CPCU, ARM, or CRM strongly desired.
• 5+ years in commercial insurance.
• Must have previous experience handling large premium volume and complex accounts.
• Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS 360, EPIC).
• Able to work independently with minimal supervision.
• Excellent written and verbal communication skills.
• Outstanding consulting, sales and negotiating skills.
• Strong customer service and team skills; must interact effectively with clients, co-workers, and management.
• Strong attention to detail.
• Solid organizational skills and ability to work efficiently under strict time constraints.
• Proven ability to analyze and solve problems.

• Identify service problems and develop and deliver solutions to the customer within customer's established time frame. Develop and implement service plans for major accounts.
• Responsible for meeting retention goals.
• Provide risk management to clients, including contract review and analysis; suggest policy changes or updates as necessary.
• Establish and maintain effective relationships with client Owner/executive contacts authorized to make decisions and with insurance company Brokers, Insurance Carriers, and consultants.
• Attend and assist with presentations for new business with potential clients, and renewal meetings with existing clients.
• Establish and maintain a role model/mentoring relationship with Account Managers and Account Administrators in the Commercial Lines department.
• Perform as liaison between assigned clients, carriers, brokers, consultants, and other representatives.
• Negotiate and deliver renewal pricing.
• Propose and sell additional coverages and services offered by the company.
• Resolve any account performance issues and develop meaningful action plans to improve performance.
• Manage and coordinate audits.
• Maintain a current, active insurance license always.

Contact Don Strand at  or call/text  for a confidential conversation about this opportunity or others our team might have.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.