Commercial Lines Account Executive

About Us

Our client is a premier independent agency specializing in personal and commercial insurance solutions. We are committed to providing our clients with tailored coverage and exceptional service. Join our team and play a vital role in driving growth and building lasting client relationships.

Job Summary

We are looking for an experienced and personable Account Executive to join our Commercial Insurance team. In this role, you will be responsible for onboarding new clients, building strong relationships, and ensuring a smooth transition from sales to ongoing account management. You will work closely with both Producers and Account Managers to facilitate a seamless client experience, identifying cross-selling opportunities and ensuring that all client needs are met.

Key Responsibilities

Client Onboarding & Relationship Building:

• Serve as the primary point of contact during the onboarding process, guiding new clients through policy details and setting clear expectations.
• Conduct welcome calls and meetings to introduce clients to our service teams.
• Explain key coverages, such as General Liability and Workers’ Compensation, and address any questions or concerns.
• Establish and nurture long-term relationships to promote client retention and satisfaction.

Cross-Selling & Client Education:

• Identify opportunities for additional coverages (e.g., Commercial Auto, Builders’ Risk, Umbrella Policies) based on client needs and risk profiles.
• Educate clients on industry trends, risk management strategies, and compliance requirements (e.g., OSHA guidelines).
• Collaborate with Account Managers to ensure timely policy adjustments and endorsements as client needs evolve.

Collaboration & Communication:

• Work in tandem with Producers to understand client profiles and ensure smooth handoffs from the sales process.
• Act as the liaison between clients and internal teams (Account Managers, Customer Service Representatives, Underwriters) to address service-related issues.
• Maintain accurate records in agency management systems (AMS/CRM) to support ongoing client communications and follow-ups.

Performance & Reporting:

• Monitor client satisfaction and service performance, providing feedback and insights to leadership.
• Generate regular reports on onboarding activities, client engagement, and cross-selling opportunities.
• Contribute to strategic initiatives aimed at improving the overall client experience and service efficiency.

Qualifications & Requirements

• Experience: 3+ years in an account management or client-facing role within the insurance industry, preferably with a focus on commercial lines.
• Knowledge: Strong understanding of commercial insurance products, including General Liability and Workers’ Compensation.
• Licenses: Valid insurance producer license is a plus (as required by state regulations).

• Skills:

• Excellent interpersonal, communication, and presentation skills.
• Proven ability to build and maintain client relationships.
• Strong problem-solving and organizational skills.
• Ability to identify cross-selling opportunities and drive client engagement.
• Technical Proficiency: Experience with AMS/CRM systems (e.g., Applied Epic, HawkSoft, Veruna) and proficiency with digital communication tools.
• Work Ethic: Self-motivated, proactive, and able to thrive in a fast-paced environment while working both independently and as part of a collaborative team.