• Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related
• Communicate with carriers/underwriting/producers and brokers regarding renewals, audits, carrier recommendations, and quote negotiation on existing and new business
• Perform thorough analysis of policy renewals to identify coverage gaps and account opportunities.
• Coordinate marketing of accounts: Gather and compile exposure information from the client and carriers.

• Track emerging exposures within the marketplace as well as general carrier coverage changes from year to year.

• Process endorsements and review certificate needs to ensure the proper coverage is in

• Ability to strategically operate when placing new business and renewals.
• Develop proficiency in real time technology, quoting in multiple carrier websites during the remarketing process or when adding additional lines of
• Actively follow the agency workflow in the client management
• Visit clients in conjunction with other members of the client’s account team, as needed to maintain knowledge of the client's operations, and establish a working relationship.
• Ability to develop and sustain relationships with brokers and underwriters.
• Work independently recognizing and utilizing available resources and technology.
• Assist the accounting team in collecting premium and commissions from agents, as needed.

Commercial Lines Account Executive with demonstrated success in this or a similar role; Minimum of 3-5 years of experience managing business accounts;

• Active Property & Casualty Producer
• Must possess a solid understanding of & the ability to clearly articulate Insurance Industry Standards, Policies, and Procedures, among a wide array of industry classes.
• Must have Emotional and Operational Intelligence in a fast-paced work environment, understanding when to operate independently and when to seek support.
• Must possess the ability to review and comprehend all supporting underwriting documentation including but not limited to applications, loss pics, subject specific narratives and environmental due diligence/engineering
• Impeccable organization & prioritization are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple
• Exceptional interpersonal relations and advanced communication and consultative
• Goal and detail oriented: Sense of urgency and ability to meet client and producer expectations through well executed time management
• Outstanding listening, negotiation, and closing

The Account Executive serves as the primary point of contact, responsible for managing a designated Book of Business. You will coordinate, service, new business and renewal account marketing, claims communications, administration and provide consultative guidance for your assigned accounts. Client retention and satisfaction are key objectives of this role.