Commercial Insurance Account Executive

We are seeking a relationship-driven Small to Mid-Market Commercial Lines Sales/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

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• 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 upsell 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.