Account Executive II, Commercial Lines (ProEx)
Core
Account Executive II manages and expands a book of business by acting as a primary consultant and technical expert for complex accounts, overseeing program design, carrier marketing, and risk control.
Role type
Senior IC Account Executive (Commercial Lines)
Builds
Tailored insurance solutions and risk mitigation strategies for key client accounts
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
Account management, program design, carrier negotiation, risk control coordination, strategic planning, cross-sell/up-sell identification, claims resolution support, regulatory compliance, financial analysis, team mentorship
Preferred skills
Specialty practice background, Property & Casualty licensing
Technologies
Microsoft Office Suite, Outlook, agency management systems
Responsibilities
Serve as primary consultant and technical expert for assigned accounts; oversee program design and carrier marketing; monitor industry trends and competitive dynamics; build long-term relationships with client executives; support Producers in business acquisition and expansion; coordinate delivery of stewardship reports and risk control services; conduct annual client reviews and provide loss control recommendations; manage receivables and ensure regulatory compliance; lead special projects and mentor Account Team members
Seniority
Senior, hands-on IC with leadership responsibilities