Insurance Account Executive (Copy)
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Overview
Job Description
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
- 35+ years of commercial lines insurance experience
- Active Property & Casualty (P&C) license
- Experience managing small to mid-market commercial accounts and experience with more complex accounts preferred
- Strong knowledge of coverage forms, risk analysis, and carrier market
- Proficiency with agency management systems
- Proficiency with agency management systems
- Excellent communication, negotiation, and interpersonal skills.
- Detail-oriented with strong organizational abilities.
- A positive attitude and a genuine desire to help clients succeed.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
