Job Description: Commercial Lines Account Executive (Hybrid)
Position Summary
We are seeking an experienced Commercial Lines Account Executive to serve as a trusted advisor and “risk manager” for our commercial clients. This role is ideal for someone who thrives in a relationship driven environment, understands complex commercial placements, and takes pride in delivering proactive, high touch service. The Account Executive will manage and grow a book of business by guiding clients through coverage strategy, renewals, midterm service needs, and risk management planning.
This is a hybrid role . After acclimation and onboarding, you will work in office two days per week .
What You Will Do
- Serve as the primary relationship manager for a portfolio of commercial clients, acting as a risk management partner, not just a policy servicer.
- Lead renewals end to end including exposure gathering, coverage analysis, marketing strategy, carrier negotiations, proposal development, and presentation.
- Manage new business onboarding and ensure a smooth, professional transition into the agency.
- Provide strategic guidance on coverage structure and limits across multiple lines, including but not limited to:
- Commercial Auto and fleet
- Property
- General Liability
- Workers’ Compensation
- Excess and Umbrella
- D&O, EPLI, and related management liability lines
- Coordinate with internal service team members to ensure accurate documentation, timely endorsements, certificates, audits, claims support coordination, and ongoing client communication.
- Maintain accurate activity, policy, and account documentation within Applied Systems and related agency tools.
- Identify coverage gaps, emerging exposures, and improvement opportunities, bringing solutions to clients in a clear, consultative manner.
- Build strong carrier relationships and represent clients with professionalism and credibility in the marketplace.
- Travel locally to client offices as needed using company vehicles when applicable.
Required Qualifications
- 14+ years of true Commercial Lines insurance experience in an Account Executive, Account Manager, Producer support, or similar client facing role.
- Strong working knowledge of commercial lines coverages, structures, and placement considerations across multiple lines.
- Applied Systems proficiency (Applied agency management software) with demonstrated ability to manage workflows, documentation, and ACORD applications.
- Proven ability to manage complex accounts with a high level of service, accuracy, and responsiveness.
- Strong communication skills, including the ability to explain coverage and strategy to business owners and executive level stakeholders.
- Organized, proactive, and comfortable managing multiple priorities in a fast paced environment.
Preferred Qualifications
- Experience serving as a consultative risk advisor, including coverage benchmarking, exposure reviews, and strategic renewal planning.
- Strong carrier relationships and experience marketing complex accounts.
- Experience supporting clients across multiple industries and account sizes.
Compensation and Benefits
- Competitive compensation in the high six figures for the right person.
- Platinum level medical benefits with 100% of employee premium covered .
- Employer provided life insurance .
- Generous PTO and flexibility.
- Access to company vehicles for client visits.
- A professional culture that is low drama and low politics , with a strong focus on quality work and client outcomes.
Work Environment
- Hybrid schedule: Two days per week in office after onboarding and acclimation .
- Team oriented culture focused on service, accountability, and doing the right thing for clients.