Insurance Account Executive (copy)

Job Description

Job Description

We are seeking a relationship-driven Small to Mid-Market Commercial Lines Account Executive to join our team who will be responsible for small to mid-market commercial accounts.

This role is ideal for someone who thrives on building long-term client partnerships and delivering strategic insurance solutions that help businesses succeed. You will serve as the primary point of contact for a portfolio of small to mid-market commercial clients with complex insurance needs, leading renewal strategy, coverage analysis, and overall account management.

Key Characteristics:

• Relationship-focused with a strategic mindset
• Strong sense of ownership and accountability for client outcomes
• Comfortable working independently with a high level of autonomy
• Effective communicator with strong negotiation and problem-solving skill
• Directly contributes to revenue growth and client retention

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Serve as the primary point of contact for assigned commercial clients
• Lead renewal strategy, including marketing accounts to carriers and negotiating terms, pricing, and coverage
• Prepare and manage new business and renewal submissions, ensuring accuracy and completeness of exposure data
• Conduct coverage reviews and risk assessments to identify gaps and recommend appropriate solutions
• Present quotes, proposals, and coverage recommendations to clients
• Identify cross-sell and up-sell opportunities to expand client relationships
• Collaborate with producers, underwriters, and carriers to secure optimal coverage solutions
• Build and maintain strong client relationships through proactive communication and risk management guidance
• Conduct client meetings, policy reviews, and strategic planning discussions
• Oversee CSR support work to ensure accuracy, timeliness, and service quality
• Maintain accurate documentation in the agency management system and ensure compliance with E&O procedures
• Stay current on industry trends, carrier programs, and regulatory changes
• Drive client retention, satisfaction, and long-term account growth

Key Characteristics

• Relationship-focused with a strategic mindset
• Strong sense of ownership and accountability for client outcomes
• Comfortable working independently with a high level of autonomy
• Effective communicator with strong negotiation and problem-solving skills
• Directly contributes to revenue growth and client retention

• 35+ years of commercial lines insurance experience
• Active Property & Casualty (P&C) license
• Experience managing small to mid-market commercial accounts and experience with more complex accounts preferred
• Strong knowledge of coverage forms, risk analysis, and carrier market
• Proficiency with agency management systems
• Proficiency with agency management systems
• Excellent communication, negotiation, and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• A positive attitude and a genuine desire to help clients succeed.