Account Executive, Service
Core
Manage post-sale commercial insurance accounts by identifying gaps between bound policies and new customer requirements (certificates/contracts), then lead conversations to close the coverage change.
Role type
Account Executive (Service Lane)
Builds
Verified coverage recommendations and bound policy changes for commercial clients
Domain
Commercial Insurance
Deliverable
product features
Required skills
Commercial insurance brokerage or account management experience, ability to read and compare policies/certificates/contracts, commercial insurance producer licensing, direct sales closing, customer trust management
Preferred skills
Experience in high-growth software/tech environments, ability to work long hours
Technologies
Policy management systems, certificate of insurance platforms
Responsibilities
Read source documents to identify coverage gaps, build coverage plans with experts, lead customer conversations to explain options and pricing, close the change and collect decisions, record outcomes
Seniority
Individual Contributor, Mid-Senior Level