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
Senior Account Executive (Commercial Lines)
Builds
Commercial insurance policies and risk management solutions for business clients
Domain
Insurance / Commercial Lines
Required skills
Commercial insurance sales, needs assessment, negotiation with underwriters/carriers, ACORD applications, risk data analysis, contract review, policy administration, carrier website proficiency
Preferred skills
Applied Epic, CIC/CPCU designations, accounting background
Technologies
MS Office, Agency Management Systems, Carrier websites
Responsibilities
Prospecting new business and rounding existing accounts, conducting needs assessments, negotiating terms and premiums, preparing formal proposals and binders, processing policy changes, serving as technical expert for complex issues
Seniority
Senior, hands-on IC