Commercial Insurance Sales -Account Executive & Marketing Specialist

The Commercial Lines Account Executive & Marketing Specialist is responsible for managing and growing a book of business while leading the marketing and placement of new and renewal accounts. This hybrid role serves as a strategic advisor to clients, ensuring coverage aligns with their risk profile, while also driving carrier negotiations, program design, and market strategy.

Salary Range: $40000.00 - $65000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Vision Insurance

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Responsibilities

Client Management & Account Executive Functions

• Serve as the primary point of contact for assigned commercial clients
• Develop strong client relationships through regular communication and risk consultations
• Conduct coverage reviews and recommend appropriate insurance and risk management solutions
• Oversee the renewal process, including strategy development, exposure analysis, and client presentations
• Identify cross-sell and upsell opportunities within the existing book of business
• Maintain high client retention through proactive service and relationship management

Marketing & Placement Functions

• Market new and renewal business to insurance carriers to obtain competitive quotes and coverage options
• Analyze submissions and structure programs to align with client needs and carrier appetites
• Negotiate pricing, terms, and conditions with underwriters
• Develop and maintain strong relationships with carrier representatives
• Prepare and present marketing results and recommendations to clients
• Stay informed on market trends, carrier changes, and industry developments
• Strategically position accounts to maximize coverage and minimize cost

Collaboration & Operations

• Work closely with account managers and service teams to ensure seamless account handling
• Ensure accuracy and completeness of applications, submissions, and policy documentation
• Maintain compliance with agency procedures and regulatory requirements
• Utilize agency management systems and CRM tools effectively
• Support internal team development by sharing market knowledge and best practices

Requirements/Qualifications

• 5+ years of commercial lines insurance experience
• Active Property & Casualty license required
• Strong knowledge of commercial insurance coverages and markets
• Proven experience in both client management and marketing/placement
• Excellent negotiation, communication, and presentation skills
• Ability to manage multiple accounts and deadlines in a fast-paced environment

Preferred Skills

• Established carrier relationships
• Experience with small to middle-market commercial accounts
• Strong analytical and problem-solving abilities
• Proficiency with agency management system usage

Key Competencies

• Strategic thinking
• Relationship building
• Negotiation and influence
• Attention to detail
• Client-focused mindset

Performance Metrics

• Client retention rate
• Revenue growth within book of business
• New business generation
• Market competitiveness (coverage & pricing)
• Client satisfaction