Commercial Lines Account Executive

Job Description

Job Description

Harrison Gray Search has partnered with a leading firm seeking a highly skilled Account Executive to join their Commercial Lines Department. This critical role involves managing clients' commercial property and casualty insurance and risk management needs. We are looking for a detail-oriented professional with a strong P&C background, exceptional client service skills, and a proven ability to maintain strong relationships with both clients and carriers.

Office : Local candidates will be given priority for their hybrid schedule (3 days in office, 2 days remote). However, our client is open to reviewing remote candidates from Ohio, North Carolina, South Carolina, New Mexico, Alabama, and Colorado.

Core Responsibilities

• Client Servicing: Handle all day-to-day servicing tasks, including policy change requests, audits, reconciliations, certificates of insurance, evidence of property, renewals, client proposals, and invoicing.
• Risk Consultation: Develop a deep understanding of clients’ businesses and risk management needs to provide informed coverage recommendations.
• Documentation & Compliance: Maintain accurate transaction records in agency management systems and adhere to all agency workflows and procedures.
• Carrier Relations: Foster and maintain positive relationships with carrier contacts and underwriters.
• Specialty Programs: Service loss-sensitive and captive insurance programs, and facilitate client claims reporting.
• Business Development: Work on new business accounts independently or with the marketing team.
• Presentation & Collaboration: Prepare and present client and carrier-facing documents using Microsoft Word. Attend and actively participate in client and carrier meetings, both virtually and in-person.

Qualifications & Requirements

• Minimum 3+ years of experience handling mid-to-large commercial P&C insurance clients.
• Must hold a 220 Agent License in the State of Florida (or equivalent in the state of residency).
• AMS 360 & Image Right preferred
• College degree preferred.
• A professional designation, such as AAI, CIC, CRIS, CPCU, is a plus or willingness to obtain.

Skills and Abilities

• Strong technical knowledge of commercial property and casualty insurance .
• Excellent verbal and written communication skills .
• Highly organized with strong attention to detail and the ability to manage multiple tasks efficiently.
• Proficiency in Microsoft Office (Word) and the ability to learn new software quickly.
• Ability to work a full-time schedule at the client's facilities and travel for business as required.
• Must be able to sustain prolonged periods of sitting at a desk and working on a computer.

Benefits

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer-Sponsored Short-Term Disability

Financial

• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)
• Additional Volunteer PTO to Give Back to Your Community

*This role may be hybrid if located near one of the offices. Or, it may be fully remote if outside commutable distance and located within one of these states: Florida, Alabama, Ohio, South Carolina, or North Carolina. If outside the state of Florida, candidates would need to be able to obtain a 2-20 license.*