Commercial Account Executive

McShea Insurance Agency

Job Description

McShea Insurance Agency is seeking an experienced, licensed Commercial Account Executive to join our team. This role is ideal for someone who understands commercial insurance, takes ownership of their work, and can independently manage client needs from coverage review as well as work collaboratively with other coworkers and quoting through ongoing account service.

You’ll work with a diverse range of businesses, including contractors, construction companies, restaurants, landscapers, professional offices, and many other local businesses.

Responsibilities

Manage and service an existing book of commercial insurance clients
Review policies and identify coverage gaps or changing client needs
Quote, shop, and re-market commercial accounts with multiple carriers
Recommend appropriate coverage options and explain them clearly to clients
Process endorsements, policy changes, certificates of insurance (COIs), cancellations, and other service requests
Handle renewals proactively and address premium or coverage changes
Communicate directly with clients, carriers, and underwriters
Gather underwriting information and submit complete, accurate applications
Manage multiple priorities and follow through on client requests
Provide responsive, detail-oriented customer service
Identify cross-sell and account-rounding opportunities when appropriate

Requirements

Active Property & Casualty insurance license
Commercial insurance experience required
Experience quoting and remarketing commercial accounts
Comfortable working with carrier portals and communicating with underwriters
Experience processing endorsements and issuing COIs
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to understand a client’s desired outcome and independently determine the appropriate next steps
Resourceful, motivated, and comfortable problem-solving without constant direction
Team-oriented with a strong commitment to client service
Ability to prioritize and manage multiple accounts and deadlines in a fast-paced independent agency environment

Benefits

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Parental Leave
Disability Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities

Apply

Vacancy posted 24 days ago

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