Commercial Lines Account Executive - Transportation
Core
Managing and growing a portfolio of commercial clients by delivering customized insurance solutions and fostering long-term relationships.
Role type
Commercial Account Executive (Insurance Sales)
Builds
Commercial insurance policies and risk management solutions for business clients
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Commercial insurance sales, needs assessment, proposal development, negotiation, account management, risk analysis, compliance knowledge, ACORD applications, carrier systems proficiency
Preferred skills
Property and Casualty Insurance License, CIC or CPCU designation, Applied Epic experience
Technologies
MS Office, Agency Management Systems, Carrier websites
Responsibilities
Identify new business opportunities and cross-sell products; Conduct thorough needs assessments and deliver customized solutions; Negotiate terms and coverage with underwriters and carriers; Develop and deliver formal proposals including coverage details; Bind coverage and process policy changes; Collect risk and underwriting information including loss history; Serve as technical expert to resolve complex issues.
Seniority
Mid-Senior level, independent contributor