Commercial Lines Account Executive
About The Position
As a Commercial Lines Senior Account Executive, you'll play a critical role in delivering exceptional service and strategic insurance solutions to commercial clients. This role serves as a trusted advisor throughout the policy lifecycle, leading renewals, strengthening carrier and client relationships, and ensuring every detail is managed with accuracy and care. You'll partner closely with producers, clients, underwriters, and internal service teams while helping mentor junior team members and supporting the continued growth of the commercial lines book. Success in this role comes from combining technical insurance expertise with strong communication, organization, and leadership skills.
Requirements
- Bachelor's degree.
- 5+ years of commercial lines insurance experience.
- Active Property & Casualty (P&C) License.
- Experience managing commercial accounts through the full renewal process.
- Knowledge of ACORD applications, policy servicing, certificates of insurance, and carrier submissions.
- Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
- Strong organizational, time management, and prioritization skills.
- Ability to manage multiple projects simultaneously while maintaining a high level of accuracy.
- Experience working effectively within a team-oriented environment.
Nice To Haves
- Experience mentoring, training, or leading team members.
- Familiarity with AMS360 or similar agency management systems.
- Experience reviewing contractual insurance requirements and lease agreements.
- Advanced presentation and client communication skills.
- Established relationships within commercial insurance carrier markets.
Responsibilities
- Lead the commercial renewal process from strategy through binding, ensuring clients receive proactive guidance and seamless service.
- Build and strengthen relationships with clients, producers, underwriters, and carrier partners to support retention and growth.
- Prepare ACORD applications, loss summaries, descriptions of operations, and submission materials to secure competitive market options.
- Develop and deliver client-facing presentations that clearly communicate coverage recommendations and renewal strategies.
- Review policies, endorsements, contracts, and leases for coverage implications, accuracy, and compliance with client requirements.
- Delegate and oversee work completed by Account Managers and Account Assistants, ensuring quality, consistency, and service excellence.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
