Commercial Lines Client Executive Habitational Vertical

Job Description

Commercial Lines Client Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team. This role is integral to managing and growing a book of business focused on habitational accounts. The ideal candidate will possess a strong background in commercial lines insurance with a specialization in habitational risks and a proven ability to deliver exceptional client service. This position offers the flexibility to work remotely hybrid or in-office depending on your preference.

Compensation Package

• Base Salary : $65000 - $90000 (DOE)

Responsibilities

• Manage a book of business valued between $3.5 million and $5 million in premium primarily focused on middle-market habitational accounts ($75k-$200k in premium).
• Handle both new and renewal business with an approximate split of 80% renewals and 20% new business.
• Provide exceptional client service ensuring high retention rates and client satisfaction.
• Collaborate with the team to cross-sell and identify new business opportunities.
• Utilize EPIC software to manage accounts and streamline processes.
• Participate in team activities and contribute to a collaborative supportive work environment.

Qualifications/Requirements

• Licenses/Certifications : Active Property & Casualty (P&C) License is required.
• Experience :
  • 3-5 years of specialized experience in habitational insurance within an agency setting.
  • Proficiency in EPIC software is highly preferred.
• Skills :
  • Strong sales acumen with a proven track record in cross-selling and business development.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Strong organizational and time-management skills.
• Soft Skills : Team player collaborative mindset proactive customer-focused and adaptable.

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Required Experience:

IC