Account Executive, Commercial Lines

About the Role

Key Responsibilities

• Lead meetings with clients, including meetings at client locations, providing comprehensive client support and acting as the main client contact for the book of business.
• Manage difficult client communications such as loss of coverage, claim denials, unfavorable underwriting, and challenging renewal scenarios.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate.
• Design insurance and risk management plans for clients as assigned and directed by agency management.
• Own all audit, review, and claims processes for the assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to client needs.
• Develop and maintain strong relationships with insurance carrier personnel and manage underwriting relationships.
• Review changes in carrier offerings and policies and relay information to the service team.
• Mentor or formally direct the work of junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate on renewal strategies with the account team.
• Provide clients with Insurance Coverage Review, identify gaps in coverage, and work with producers to write new business.
• Attend carrier functions to learn new coverage options and risk assessment strategies.
• Conduct book reviews to determine accounts needing in-person risk assessments or client meetings.

Requirements

• 6+ years of commercial lines account management experience.
• Current Property and Casualty license required; professional designations preferred.
• Comprehensive knowledge of available commercial lines coverages based on business classification and industry trends.
• Highly developed problem solving and solution-design skills.
• Strong written and verbal communication skills.
• Demonstrated leadership through client support, advocacy, and mentoring of junior employees.
• Proficiency in Microsoft Office or similar software, including spreadsheets and presentations.
• Skilled in use of agency management software with the ability to learn new systems quickly.

Nice to Have

• Professional designations in insurance.

Benefits & Perks

• Competitive base salary.
• Generous 30+ days comprehensive paid time off package including holidays, sick days, and volunteer days.
• Health benefit options with multiple medical, dental, and vision plans, including company-paid HSA contributions.
• Company match 401(k) plan - 50% up to 6%.
• Support for fitness and wellness goals, including discounts at gyms and fitness centers.
• Opportunity for mental health support with 24/7 access to licensed therapists.
• Pet benefits and discounts.
• Access to Employee-led Resource Groups (ERGs).