Account Executive - Commercial Lines
Core
Account Executive managing Commercial Lines insurance for Real Estate, Construction, and Retail industries.
Role type
Account Executive (Commercial Lines)
Builds
Insurance policies, quotes, and risk management solutions for commercial clients.
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
P&C licensing, carrier rating systems, CRM management, loss control inspections, proposal generation, risk management communication
Preferred skills
Spanish language proficiency, Applied Epic Systems experience
Technologies
Applied Epic Systems, carrier rating portals, Word, Excel, PowerPoint
Responsibilities
Field client calls and manage client outreach, generate and forward policies and endorsements, conduct loss control inspections, negotiate with insurance carriers, prepare and send renewal and new business proposals, communicate risk management procedures
Seniority
Mid-level, hands-on IC