Commercial Lines Account Executive
Core
Managing and growing a portfolio of commercial clients by delivering customized insurance solutions and fostering long-term relationships.
Role type
Commercial Lines Account Executive
Builds
Commercial insurance policies and risk management solutions for business clients
Domain
Insurance / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial insurance knowledge, Active Property and Casualty License, Account management, Sales and prospecting, Needs assessment, Negotiation, Compliance knowledge, Proposal development, Risk and underwriting data analysis, Policy administration
Preferred skills
CPCU certification, Applied Systems / EPIC experience, Specialized training courses
Technologies
Agency Management System, ACORD applications, Microsoft Office Suite, Carrier rating and billing systems
Responsibilities
Building and maintaining strong relationships with clients and prospects; Identifying new business opportunities and cross-selling products; Meeting and exceeding sales goals and revenue targets; Conducting needs assessments and delivering customized insurance solutions; Negotiating terms and coverage with underwriters and carriers; Ensuring compliance with industry regulations; Developing and delivering formal insurance proposals; Collecting risk and underwriting information including survey data and loss history; Binding coverage and preparing binders and certificates; Processing policy changes and documents; Collaborating with Account Managers on account service and claims issues.
Seniority
Mid-Senior level, hands-on IC