Commercial Lines Account Executive

Local company seeking a detail-oriented and client-focused Commercial Lines Account Executive to join their team. This role is responsible for managing client accounts end-to-end, including new business, renewals, servicing, and day-to-day client support. The ideal candidate is proactive, organized, and thrives in a fast-paced environment while delivering exceptional service to clients.

Key Responsibilities

• Manage the full lifecycle of commercial insurance accounts, including new business, renewals, and ongoing servicing
• Support new business efforts by preparing submissions, obtaining quotes, and assisting producers as needed
• Handle renewals independently, including marketing, quoting, client communication, and policy placement
• Process policy changes, audits, cancellations, reinstatements, and rewrites
• Issue and manage Certificates of Insurance (COIs) and related documentation
• Respond to client inquiries regarding coverage, policy changes, and general service needs
• Meet with clients (in person, phone, or virtual) to review policies and provide guidance
• Manage invoicing, premium finance agreements, and related financial transactions
• Coordinate bonds, compliance requirements, and inspection follow-ups
• Assist with claims reporting by gathering necessary information and submitting to carriers
• Maintain accurate account documentation and regularly manage email and communication follow-up
• Provide occasional support for personal lines accounts as needed