Alliance/Partner Management, Communication Skills, Cross-Selling, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Develop and Maintain Customers, Documentation, Health Insurance, Industry/Trade Analysis, Insurance, Insurance Sales, Life Insurance, Maintain Compliance, Marketing Strategy, Multitasking, Negotiation Skills, Organizational Skills, Pricing, Problem Solving Skills, Regulations, Revenue Growth, Risk Analysis, Risk Management, Sales Management, Strategic Analysis, Strategic Planning, Underwriting, Up-Selling, Work From Home
We are seeking a relationship-driven Small to Mid-Market Commercial Lines Account Executive to join our team who will be responsible for small to mid-market commercial accounts.
This role is ideal for someone who thrives on building long-term client partnerships and delivering strategic insurance solutions that help businesses succeed. You will serve as the primary point of contact for a portfolio of small to mid-market commercial clients with complex insurance needs, leading renewal strategy, coverage analysis, and overall account management.
Key Characteristics:
- Relationship-focused with a strategic mindset
- Strong sense of ownership and accountability for client outcomes
- Comfortable working independently with a high level of autonomy
- Effective communicator with strong negotiation and problem-solving skill
- Directly contributes to revenue growth and client retention
Salary Range: $60000.00 - $80000.00 per year
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Serve as the primary point of contact for assigned commercial clients
- Lead renewal strategy, including marketing accounts to carriers and negotiating terms, pricing, and coverage
- Prepare and manage new business and renewal submissions, ensuring accuracy and completeness of exposure data
- Conduct coverage reviews and risk assessments to identify gaps and recommend appropriate solutions
- Present quotes, proposals, and coverage recommendations to clients
- Identify cross-sell and up-sell opportunities to expand client relationships
- Collaborate with producers, underwriters, and carriers to secure optimal coverage solutions
- Build and maintain strong client relationships through proactive communication and risk management guidance
- Conduct client meetings, policy reviews, and strategic planning discussions
- Oversee CSR support work to ensure accuracy, timeliness, and service quality
- Maintain accurate documentation in the agency management system and ensure compliance with E&O procedures
- Stay current on industry trends, carrier programs, and regulatory changes
- Drive client retention, satisfaction, and long-term account growth
Key Characteristics
- Relationship-focused with a strategic mindset
- Strong sense of ownership and accountability for client outcomes
- Comfortable working independently with a high level of autonomy
- Effective communicator with strong negotiation and problem-solving skills
- Directly contributes to revenue growth and client retention
Requirements
- 3+ years commercial lines sales/account executive experience.
- Excellent communication abilities, both in writing and speaking.
- A natural inclination to help and satisfy customers.
- Comfortable using standard office software and agency management systems.
- Ability to manage multiple tasks and stay organized in a busy office.
K
Kingdom Insurance Partners