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Commercial Lines Account Executive (min. 5 yrs exp)

Commercial Lines Account Executive (min. 5 yrs exp)

Job Description



BWD Group, a national leading broker based in Plainview, New York seeks a sharp, seasoned and efficient individual to join our growing Commercial Insurance Department servicing our elite clientele. 
The Account Executive prepares applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from the Department VP/Manager and/or AVP/Supervisor.  Premium size will be between $25,000 and $100,000 with total revenue between $500,000 and $750,000.
Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Ocean Marine, Business Auto, Umbrella, Workers Compensation, & Disability.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
  • Responsible for checking the accuracy of policies, endorsements, audits, etc. received from the various insurance companies.


  • Prepares renewal proposals for presentation to client, as well as new business proposals to be reviewed and approved by Department Manager or Supervisor.


  • Responsible for follow up with clients for information such as updated exposures, driver lists information, reporting forms, signed endorsements and miscellaneous information. 


  • Prepares Schedules of insurance.


  • Reviews requests for certificates of insurance and decides appropriate action.


  • Responsible for training new assistants, clerks and trainees.


  • Completes coverage checklists and coverage recommendation letters.


  • Performs follow up for audits, dividends, profit sharing checks and retro adjustments. 


  • Recommends new and additional coverages and obtains quotes


  • May visit clients to review insurance programs or new products.

Job Requirements


  • Minimum five (5) years experience in a comparable position handling straight insurance products with some knowledge of ancillary coverage. 

  • Brokers License required

  • Must be computer literate with proficiency in basic Word and Excel skills.

  • College degree preferred.

  • CPCU or other professional designation a plus.

  • AMS/Sagitta experience a plus

  • Document Management System experience preferred




Through this site or our website at Or fax resume and cover letter with salary requirement to 516-730-2845


About Us:  

We are BWD Group, a Plainview New York based National Insurance Broker in business since 1929 with additional locations in Blue Bell PA, and Tampa FL.  BWD Group has grown from a small, family-owned insurance agency into one of the largest privately held brokerage firms in the United States. We provide a comprehensive range of innovative insurance products, risk management services and benefit programs for a diverse and distinguished clientele across the country and around the world. Known throughout the insurance industry as the worldwide leader in sports and entertainment insurance, BWD Group has also achieved international recognition for its expertise and capabilities in commercial and personal lines, individual and employee benefits, financial planning, management and professional liability coverages, consulting, program administration and claims services. 


We are committed to providing our clients with the highest level of individualized service. Our professional staff is comprised of insurance experts, including those with legal and business backgrounds. Our ongoing recruitment and staff development programs ensure that our employees have the education, training and experience necessary to provide our clients with superior service.  We are dedicated to developing the most appropriate and cost-effective programs to help our valued clients meet their coverage needs and financial goals. EOE.


Our Employee Oriented Culture:

What Makes BWD so Special?

As an organization, we not only hold an industry-wide reputation for our revolutionary and extensive range of products, our proficient and specialized staff of insurance professionals, and our unsurpassed service model, we are also renowned for our long standing employee oriented philosophy in providing a warm, comfortable environment, ongoing developmental training, excellent communication and a pleasant atmosphere.


Keeping balance with the exceptional standards to which we hold ourselves, we endeavor to make BWD a great place to work. Our brand new contemporary building provides a splendid workplace with many amenities chosen and implemented for the comfort and well being of all.  Never boring, there are always challenges and opportunities available for the self-starters anxious to build their career with us. As teamwork is central to our longevity, extraordinary evolution in the industry, and remarkable client and employee retention, we promote “fun" by rolling out team-building activities throughout the organization as a way to thank our hardworking colleagues for their tenacity and dedication. We encourage our employees to participate in our many programs and committees, support employee health and wellness efforts and contribute to the needs of our local communities through employee fundraising and volunteerism. 



BWD Group offers a highly competitive compensation package with exceptional benefits, an outstanding training program, ongoing education and tremendous potential for growth. Many of our benefits are available to you upon your hire date. Our benefits package includes medical insurance, dental, vision, life insurance, long term disability, travel accident, 401(k), profit sharing, flexible spending accounts, health savings accounts, employee assistance program, salary continuation when disabled, and comprehensive paid time off programs. Optional benefits include: long term care, 529 college savings plan, additional life insurance, and additional short term disability.  


For more information about BWD Group, please visit our website.


keywords: insurance, commercial, P&C

Job Snapshot

Employment Type Full-Time
Job Type Insurance
Education Not Specified
Experience At least 3 year(s)
Manages Others Not Specified
Industry Insurance
Required Travel Not Specified
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Commercial Lines Account Executive (min. 5 yrs exp)

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