About The Position
The Commercial Lines Account Executive, Program Administration provides operational and client service support to the Program Director by coordinating workflows, team execution, and service delivery across the team. This role balances account management responsibilities with team coordination and operational oversight, ensuring efficient execution, SLA adherence, and consistent service standards. This individual also serves as a key resource and mentor for Account Managers and Customer Service Managers (CSMs), promoting collaboration, accountability, and high-quality client service.
Requirements
- 8+ years of Commercial Property & Casualty Insurance experience required
- Active General Lines or Property & Casualty license required
- Applied Epic experience preferred; experience with comparable Agency Management Systems (AMS) acceptable
- Proficiency in Microsoft Excel, Outlook, Word, and related business applications
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions
Nice To Haves
- Leadership, workflow coordination, or operational support experience preferred
Responsibilities
- Maintains and services a select book of commercial insurance accounts
- Provides prompt, accurate, and professional service to clients, producers, carriers, and internal team members
- Supports producers with account servicing activities, renewals, proposals, and coverage- related requests
- Prepares proposals, applications, summaries of insurance, and related client documentation
- Coordinates with clients and carriers regarding renewals, remarketing efforts, policy changes, and service requests
- Maintains accurate electronic documentation and account records
- Supports timely follow-up and completion of outstanding service and renewal items
- Assists in educating clients regarding coverage, audit procedures, exclusions, and exposures as appropriate
- Escalates complex technical coverage questions and large account strategy concerns to the Program Director as appropriate
- Provides day-to-day support and guidance to Account Managers and Customer Service Managers (CSMs)
- Help coordinate workflow priorities and monitor service timelines across the team
- Supports adherence to agency service standards, workflows, and Standard Operating Procedures (SOPs)
- Assists in maintaining accountability for timely follow-up, documentation, and client service expectations
- Monitors workflow activity and service timelines within agency systems to support SLA compliance
- Serves as a resource for resolving operational and service-related issues
- Assists with onboarding, training support, and workflow consistency for team members
- Participates in candidate interviews and provides hiring feedback to leadership
- Conducts periodic file reviews and workflow audits to support quality control and compliance standards
- Coordinates PTO coverage planning and workload balancing to help ensure continuity of service
- Reviews operational reporting and workflow activity to identify trends and improvement opportunities
- Collaborate with leadership on process improvement initiatives and service enhancements
- Helps promote a positive, collaborative, and team-oriented service environment
- Partners closely with the Director of Service Delivery & Compliance to support operational consistency, service standards, and compliance expectations
Benefits
- medical, dental, vision, prescription drug coverage
- 401K
- equity incentive plan
- multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays, plus PTO
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
