Commercial Lines Account Executive
Core
Leads service, recommendations, and implementation for a book of commercial insurance business, focusing on account retention and business development.
Role type
Senior Account Executive (Commercial Insurance)
Builds
Client retention and new business growth for key accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial insurance brokerage experience, account management, risk assessment, policy interpretation, negotiation, client counseling, business development, cross-sell/up-sell strategies, industry knowledge, data documentation
Preferred skills
Experience managing large national real estate or construction accounts, experience with loss sensitive accounts and shared/layered programs, leadership experience, advanced professional designations (AAI, ARM, CIC)
Technologies
Automated agency management systems, Microsoft Office
Responsibilities
Manage assigned book of business including key high-revenue accounts; Acquire understanding of client business objectives and analyze insurance plans; Assess risks and determine proper coverage; Negotiate terms, conditions, and pricing with carriers; Lead resolution of escalated complex service issues; Lead client meetings including renewals; Mentor and train Account Managers and Representatives; Develop new business and identify cross-sell opportunities; Document conversations and update systems; Travel on company business as required.
Seniority
Senior, hands-on IC with leadership responsibilities