Commercial Lines Account Executive

Job Description

Job Description

About Us

For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.

Commercial Lines Account Executive

Position Summary: 

The Commercial Lines Account Executive is responsible for driving the retention and growth of an assigned book of business while actively pursuing new commercial opportunities. This role serves as a trusted advisor to clients, delivering tailored insurance and risk management solutions, strengthening long-term relationships, and enhancing the agency’s brand presence. As a key contributor to agency success, the Account Executive leads retention initiatives, identifies cross-selling opportunities, and supports new business development, all while maintaining a high standard of service, professionalism, and technical expertise.

Key Responsibilities:

Client Relationship Management and Retention

• Manage a designated book of business with a target retention rate of 98–100%
• Build and maintain strong, long-term client relationships to ensure account stability and satisfaction
• Collaborate with Account Managers to address service needs in a timely, accurate, and professional manner
• Conduct regular coverage reviews, identify gaps, and recommend appropriate risk management solutions
• Drive client engagement through proactive communication, scheduled meetings, and consistent follow-up

Technical Expertise and Operational Excellence

• Serve as a subject matter expert on coverage, underwriting guidelines, and carrier products
• Provide technical guidance and support to team members on complex accounts
• Ensure accurate and complete documentation within the agency management system
• Prepare applications, policy changes, and required documentation in alignment with agency standards
• Follow established workflows and best practices for placing and servicing business

Sales & Business Development

• Identify and pursue new commercial business through networking, referrals, outreach, and community involvement
• Conduct comprehensive needs assessments to evaluate client exposures and recommend solutions
• Develop and present customized insurance proposals, clearly communicating value beyond price
• Maintain an active and organized sales pipeline within the CRM system

Professional Development

• Stay current on industry trends, regulatory updates, and market developments through ongoing education and professional engagement
• Participate in continued education and licensing activities to maintain compliance
• Contribute to agency culture by supporting team collaboration and company events
• Support special projects or other duties as assigned by leadership

Qualifications:

• High School Diploma required
• Active New Jersey Property & Casualty license required
• Minimum of 3 years of commercial insurance service and/or sales experience
• Strong knowledge of commercial property & casualty coverages and carrier products
• Skilled in promoting and selling services with a client-focused approach
• Proficiency in Microsoft Office Suite
• Experience with agency management systems (e.g., AMS360 or Applied Epic) and CRM platforms
• Excellent verbal and written communication skills
• Strong organizational and time management abilities with attention to detail
• Proven ability to build and maintain relationships with clients, carriers, and business partners
• Results-driven, self-motivated, and able to work both independently and collaboratively
• Comfortable managing multiple priorities in a fast-paced environment
• Willingness to travel as needed
• Employment is contingent upon the successful completion of our standard onboarding screening process

Hours: Monday – Friday, 9:00am to 5:00pm

Office Location: 492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options)

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.