Account Executive
Core
Account servicing and client retention for a commercial insurance book of business, partnering with producers to manage renewals and coverage solutions.
Role type
Account Executive (Insurance)
Builds
Long-term client relationships and account stability for commercial insurance portfolios
Domain
Commercial Insurance / Fintech
Deliverable
client delivery
Required skills
commercial insurance account management, policy administration, carrier relationship management, renewal coordination, client communication, agency management systems proficiency
Preferred skills
commercial auto/transportation/trucking insurance experience, CIC/CISR/CRM/ARM/CPCU designations, Bachelor's degree
Technologies
agency management systems, Microsoft Office
Responsibilities
Serve as primary day-to-day contact for assigned commercial insurance clients; Manage policy changes, endorsements, certificates of insurance, audits, cancellations, and reinstatements; Coordinate renewal activities including gathering underwriting information and loss runs; Work with carrier partners to secure competitive coverage solutions and execute renewal strategies; Assist clients with coverage questions and explain policy provisions; Maintain accurate documentation within agency management systems; Coordinate with internal service, marketing, claims, and underwriting teams.
Seniority
Mid-Senior level, hands-on IC