Commercial Lines Account Executive

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Commercial Lines Account Executive

Position Summary:  

The primary function of this role is to provide exceptional client relationship management, seamless new client implementation, issue resolution, and administrative support. This role plays a vital part in managing an assigned book of business, supporting new business opportunities, and identifying account rounding and cross-sell potential. The position requires a deep understanding of insurance products and services, excellent communication skills, and a client-focused approach to service delivery. The Account Executive takes full ownership of each client interaction, ensuring that service standards are met and that all client requirements are handled with accuracy, efficiency, and care. This role reports directly to the Department Director with sales mentorship from the Sales Director.

Key Responsibilities:

• Manage an assigned book of business by proactively engaging with clients, addressing service inquiries, resolving issues, and maintaining a high level of retention and satisfaction.
• Coordinate and oversee the onboarding process for new clients by gathering accurate and complete client information, evaluating risk exposures, and working with internal teams and carriers to prepare quotes, proposals, and policy documents.
• Facilitate policy renewals by collecting updated client and carrier data, creating quotes and proposals, and ensuring timely and accurate Applied Epic system updates and documentation.
• Collaborate with internal lines of business to identify and pursue new business opportunities, providing sales support through service, education, and relationship building.
• Assist in preparing client-facing materials including claims reviews, renewal proposals, and new business presentations, and conduct client meetings to deliver insights and recommendations.
• Lead or support issue resolution by coordinating with internal departments and external carriers, escalating concerns to the department director when needed, and ensuring timely follow-up and communication with all involved parties.
• Maintain accurate records in the agency management system (Applied Epic) by entering new lines of business, updating renewals, and attaching documentation, emails, and activity logs.
• Support the administrative and operational functions of the department by attending meetings, implementing client contracts, and collaborating with the accounting, sales, and marketing teams.
• Contribute to the team by assisting colleagues during absences, maintaining a high standard of internal communication, and adhering to company systems, policies, and procedures.
• Continue personal development and industry knowledge by attending webinars, carrier training sessions, and other continuing education opportunities.
• Other duties as assigned.

Qualifications:

• Associate’s or Bachelor’s degree is preferred; equivalent experience will be considered
• Active Ohio Property & Casualty license required; CIC designation preferred
• Demonstrated experience in commercial lines insurance in an Account Manager or Account Executive role
• Strong working knowledge of commercial insurance products, policies, and regulatory requirements, with an emphasis on client retention, account growth, and effective issue resolution
• Proficiency in Microsoft Office including Outlook, Excel, and Word; experience with agency management systems such as Applied Epic preferred
• Excellent written and verbal communication skills with the ability to present complex information clearly and professionally
• Strong problem-solving, analytical, and decision-making skills with a client-first approach to service delivery
• High attention to detail with excellent organizational and time management abilities, capable of prioritizing multiple tasks and projects in a fast-paced environment
• Ability to work independently and collaboratively, maintaining professionalism and efficiency in both in-office and remote settings
• Occasional local travel will be required
• Employment is contingent upon successful completion of a criminal background check, as permitted by law

Hours: Monday-Thursday, 8:30am-5:00pm; Friday, 8:30am-4:30pm

Office Location: 10950 Pearl Road, Suite A-6, Strongsville, OH 44136 (Hybrid Work Options)

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.