Commercial Lines Account Executive

Commercial Lines Account Executive Job Description Template

Our company is looking for a Commercial Lines Account Executive to join our team.

Responsibilities:

  • Establish and maintain a role model/mentoring relationship with Account Managers and Account Administrators in the Commercial Lines department;
  • Manage and coordinate audits;
  • Resolve any account performance issues and develop meaningful action plans to improve performance;
  • Attend and assist with presentations for new business with potential clients, and renewal meetings with existing clients;
  • Perform as liaison between assigned clients, carriers, brokers, consultants and other representatives;
  • Other duties as assigned;
  • Propose and sell additional coverages and services offered by the company;
  • Provide risk management to clients, including contract review and analysis; suggest policy changes or updates as necessary;
  • Negotiate and deliver renewal pricing; responsible for achieving renewal goals on assigned accounts.

Requirements:

  • Supports, mentors, and trains Account Managers and Account Representatives, as necessary;
  • Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients;
  • Prepares reports for management as required;
  • Negotiates terms, conditions, and pricing directly with insurance carriers, in conjunction with the Marketing Team;
  • Attends industry related continuing education training and courses;
  • Performs other duties and projects as assigned;
  • Responsible for overall retention of accounts in assigned book of business;
  • Travels on company business as required;
  • Currently licensed in good standing in required lines and states;
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC);
  • Ability to lead and influence in a team environment;
  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required;
  • Leadership experience and independent responsibility for client retention preferred;
  • Excellent English written and oral communication skills;
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.