About The Position

The Commercial Account Executive interacts with clients day to day and develops and maintains relationships with clients and carrier representatives. With some supervision and approval from a supervisor, the role prepares applications, specifications, and marketing strategies for new business and renewals of assigned clients. The Account Executive may serve as lead consultant and primary contact for assigned clients and may have revenue goals and/or client retention targets. The position may also supervise or direct the daily work of Coordinators and Account Managers.

Requirements

  • Typically more than 5 years of industry and product-line experience.
  • P&C Insurance License required.
  • Excellent written communication skills, including clear writing, editing for spelling and grammar, adapting writing style, presenting numeric data, and interpreting written information.
  • Confidence making sound independent decisions.
  • Ability to interact successfully with a variety of people and personalities.
  • Strong leadership skills.
  • Ability to read, analyze, and reconcile financial reports.
  • Technical expertise, analytical skills, and problem-solving skills.
  • Ability to handle situations calmly, courteously, and professionally.
  • Strong attention to detail, decision-making skills, and problem resolution.

Nice To Haves

  • BA/BS preferred.
  • CIC, CPCU, or another P&C designation preferred.

Responsibilities

  • Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Work with the Claims Department on relevant claims for assigned clients.
  • Maintain accurate client information, including exposures, driver information, reporting forms, signed endorsements, and other miscellaneous information to help avoid errors and omissions claims.
  • Maintain a follow-up diary to ensure policies, endorsements, and other information are received in accordance with requests.
  • Build and maintain strong relationships with carriers and clients through regular contact and client visits.
  • Keep clients informed about relevant industry trends and events, including state and federal regulatory issues.
  • Prepare applications, specifications, and marketing strategies for new business and renewals of assigned clients.
  • Potentially supervise or direct the daily job activities of Coordinators and Account Managers.
  • Potentially serve as lead consultant and primary point of contact for assigned clients.

Benefits

  • Paid time off (PTO)
  • Paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health and wellness programs
  • May be eligible for performance-based incentives
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