Commercial Lines Sr. Account Executive (Plainview, NY or EST remote)

About the Role

Key Responsibilities

• Manage and consult on assigned book of business, negotiating terms, conditions, coverage limits, and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Ensure renewal timelines are adhered to and create renewal timelines for new business.
• Maintain accurate information such as updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous data to avoid E&O claims.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits.
• Keep clients informed of industry trends, regulatory issues, and relevant events.
• Review client contracts to ensure compliance with insurance requirements.
• Independently answer coverage questions.
• Provide mentorship and support to Coordinators and Account Managers as needed.

Requirements

• High school diploma or equivalent; additional training or education preferred.
• Typically more than 10 years of Commercial Lines and industry experience.
• Experience with EPIC or similar agency management systems required.
• Proficiency in Outlook, Word, and Excel.
• CRM experience required; EPIC experience highly desired.
• P&C Insurance License required upon hire.
• Strong business writing skills demonstrated through relevant work.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail.
• Ability to make independent decisions confidently.
• Ability to interact effectively with a variety of people and personalities.
• Strong leadership skills.
• Flexibility and adaptability to changing priorities and deadlines.
• Good analytical and problem-solving skills.
• Ability to handle situations professionally and courteously.
• Willingness to work overtime as necessary.

Nice to Have

• Experience with EPIC or similar agency management systems (highly desired).

Qualifications

• High school diploma or equivalent.
• More than 10 years of Commercial Lines experience.
• P&C Insurance License.

Benefits & Perks

• Competitive salary, PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Base salary range of $100,000 - $112,000, determined by experience and other factors.
• Performance-based incentives may be available.