Commercial Lines Account Executive

Description

Key Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Acquire new business by identifying opportunities in the local market and cross sell of our current clients.
• Order policies and issue documentation, certificates, and binders as needed
• Prepare new business and account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong, long-term client relationships
• Understand and promote all products offered using all possible marketing tools
  
  

Skills, Knowledge and Expertise

• Property and casualty License 
• Minimum of 2 years of experience as a Commercial Lines Account Executive (Preferred)
• Experience working in an independent insurance agency environment
• Experience servicing/quoting/marketing commercial insurance with multiple carriers
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Benefits

• Competitive Salary with bonus opportunity and commissions for new sales
• Health, DI; 401k with match up to 4%; PTO; HSA with match; Licensing costs paid