Overview

As the Commercial Lines Account Executive you will provide a high level of sales support to internal team members and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.

As the Commercial Lines Account Executive you will be responsible for assisting clients with service needs and making changes to existing policies. You will also work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

The Ideal Candidate

• You enjoy problem solving with great, customer-service minded solutions
• Teamwork is part of your DNA and you have great communication skills (verbal & written)
• You’re analytical at heart and can see both the big picture and the minute details when working with clients and other team members

If this sounds like you, we invite you to keep reading and apply!

Responsibilities

• Meets directly with clients.
• Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management.
• Provides clients with Insurance Coverage Review and reviews methods of handling risks. Works with the producer to write new business accounts.
• Sells in place of or in coordination with superior personnel.
• Leads accounts through the renewal process per department procedures.
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
• Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
• Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
• Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution.
• Other duties as assigned
• Travel is expected to be 50% in this role

Qualifications

• 5 years working with commercial lines insurance products, preferably in an agency setting in a similar function.
• Active Insurance License Required (4-40 or 2-20)
• Preference to those with EPIC experience

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!