Commercial Lines Enterprise Account Executive
Core
Managing and growing a portfolio of commercial clients by delivering customized insurance and fintech solutions to address current and future risks.
Role type
Commercial Lines Account Executive
Builds
Commercial insurance policies and risk management solutions
Domain
Insurance / Fintech
Deliverable
client delivery
Required skills
commercial insurance sales, needs assessment, negotiation, ACORD applications, carrier website proficiency, policy administration, contract review, risk data analysis
Preferred skills
Applied Epic, CIC/CPCU designations
Responsibilities
Building trust-based relationships with clients and prospects, identifying new business opportunities and cross-selling products, meeting sales goals through account rounding and prospecting, conducting needs assessments and delivering customized solutions, negotiating terms and coverage with underwriters and carriers, processing policy changes and preparing binders, serving as a technical expert to resolve complex issues
Seniority
Mid-level, independent contributor
