Commercial Lines Account Executive

Job Description

Commercial Lines Account Executive (AE)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive (AE) to join a team. This role offers a unique opportunity to inherit a large and established book of business, valued at approximately $650,000 in revenue and $6.5M in premium. The ideal candidate will excel in relationship management and servicing, with no new business goals or renewal commissions required.

Compensation Package

• Salary Range: $70,000–$75,000 (targeting $70,000)
• Benefits: Comprehensive benefits package, including health insurance
• 401(k):
  
  

Responsibilities

• Provide full A–Z servicing of commercial accounts, ensuring client satisfaction and retention
• Independently manage a portion of the book of business (house accounts)
• Support producers with assigned accounts, acting as a trusted advisor
• Handle both new and renewal business quoting
• Utilize Epic software to manage accounts and streamline workflows
• Maintain strong relationships with clients, carriers, and internal teams
  
  

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required
• Experience: 5–10 years of commercial insurance experience, preferably within an independent agency
• Account Expertise: Experience with small to mid-market commercial lines accounts across various industries (excluding transportation)
• Technical Skills: Proficiency in Epic software or similar agency management systems
• Location: Ability to commute to the Eau Claire office preferred; remote candidates must reside in the Midwest, ideally Wisconsin
• Attributes: Strong work ethic, exceptional relationship management skills, and a client-focused mindset