Commercial Lines Account Executive

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross‑selling additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conducting thorough needs assessments and delivering customized insurance and total client solutions
• Negotiating terms and coverage with underwriters and carriers
• Ensuring compliance with industry regulations and company policies
• Providing exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues
• Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics
• Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations
• Bind coverage, prepare binders, and delegate certificates
• Ability to provide Contract review
• Process policy changes and corresponding documents
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval
• Meets with clients as needed or directed by client advisor
• Participate in carrier/wholesaler meetings for relationship development
• Serves as technical expert, assisting insureds and department members to resolve complex issues

• Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job
• Active Property and Casualty License required
• Strong organizational skills - ability to prioritize and be proactive
• Ability to adapt well to change in direction and priority in a fast‑paced environment
• Computer skills, specifically Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Knows and applies principles of insurance to everyday situations
• Applied Systems / EPIC experience a plus

Demonstrates expertise in commercial insurance with a strong focus on client relationship management, needs assessment, and compliance with industry regulations. Proficient in delivering customized insurance solutions and negotiating terms effectively.

• Commercial Insurance Knowledge
• Active Property and Casualty License
• Client Relationship Management
• Needs Assessment
• Negotiation Skills

• Insurance Proposal Development
• Risk Assessment
• Policy Change Processing
• ACORD Application Preparation
• Claims Data Analytics

• Strong Organizational Skills
• Excellent Verbal Communication
• Interpersonal Skills
• Adaptability
• Customer Service

• Active Property and Casualty License

• Insurance Compliance
• Underwriting
• Client Lifecycle Management
• Cross‑Selling
• Carrier Relationships

• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Applied Systems
• EPIC