Account Executive
Core
Account Executive supporting a large commercial insurance book of business, serving as the primary point of contact for clients to manage account servicing, renewals, and retention.
Role type
Senior Account Executive (Commercial Insurance)
Builds
Long-term client relationships and account retention for commercial insurance portfolios
Domain
Insurance / Commercial Risk Management
Deliverable
client delivery
Required skills
Commercial insurance account management, policy administration, carrier relationship management, client retention strategies, regulatory compliance, agency management systems proficiency
Preferred skills
Commercial auto/transportation/trucking insurance experience, CIC/CISR/CRM/CPCU designations, Bachelor's degree
Technologies
Agency management systems, Microsoft Office
Responsibilities
Manage policy changes, endorsements, audits, and cancellations; coordinate renewal activities and gather underwriting data; partner with producers to support client growth; assist clients with coverage questions and explain policy provisions; maintain accurate documentation; coordinate with internal service, claims, and underwriting teams.
Seniority
Senior, hands-on IC