Commercial Lines Account Executive
Core
Retain and grow an assigned book of commercial insurance business by building client relationships and managing renewals.
Role type
Commercial Lines Account Executive
Builds
Commercial insurance policies and coverage solutions
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
commercial lines insurance coverage knowledge, client relationship management, renewal process management, policy issuance and endorsement processing, compliance documentation, account rounding
Preferred skills
AMS 360, ImageRight
Technologies
AMS 360, ImageRight, Microsoft Office Suite
Responsibilities
Cultivate relationships with clients, prospects, and carrier partners; lead renewal process for assigned book of business; oversee administrative tasks including issuance of certificates of insurance and processing policies; identify coverage gaps and advise on options; review and document compliance and disclosure requirements; support marketing and sales teams.
Seniority
Mid-level, hands-on IC