Account Executive - Commercial Lines
Core
Account Executive managing commercial insurance policies, serving as the primary point of contact for complex accounts and facilitating relationships with clients and carriers.
Role type
Senior Account Executive (Commercial Lines)
Builds
Tailored insurance solutions and risk management strategies for commercial clients.
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Commercial insurance expertise, Property & Casualty licensing, account management, proposal preparation, client presentation, premium collection coordination, policy auditing
Preferred skills
Entrepreneurial spirit, self-starter attitude, strong interpersonal skills, technical business knowledge
Technologies
Microsoft Office Suite, Outlook
Responsibilities
Manage the entire account-service process, market to carriers, prepare quotes and proposals, present proposals to clients, participate in client meetings, oversee enrollment processing, maintain renewal controls, resolve escalated client issues, check policies for accuracy, coordinate premium financing, maintain account files