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Summit Bridge Partners

Senior Commercial Lines Account Executive

Summit Bridge Partners, Worcester, Massachusetts, us, 01609

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Overview

Join a Five-Star Commercial Insurance Agency with a Legacy of Excellence Our client is an established, award-winning independent insurance agency, seeking an experienced Senior Account Executive to join their commercial lines team. This hybrid role offers the opportunity to work closely with commercial clients, providing proactive guidance, trusted advice, and high-level service. Voted one of the Best Agencies to Work For by Insurance Journal, they are known for their strong culture, long employee tenure, and commitment to professional growth and work-life balance. What Sets This Agency Apart

Five-Star Accredited & Award-Winning:

Consistently recognized as a top employer in the insurance industry

Established & Independent:

Serving clients since 1900 with no plans to sell

Client-Focused Culture:

Emphasis on proactive service, collaboration, and long-term relationships

Hybrid Work Model:

Balanced flexibility between in-office and remote work

Career Development:

Continuing education opportunities subsidized by the agency

Comprehensive Benefits:

Health, dental, vision, 401(k), and generous paid time off

Key Responsibilities

Advise and consult commercial clients on coverage options and risk reduction strategies

Manage the full policy lifecycle, including endorsements, renewals, and coverage inquiries

Maintain strong relationships with clients and insurance carrier partners

Accurately input and maintain client and policy data within agency systems

Monitor policies to ensure accuracy, compliance, and timely service

Support the organization’s mission, values, and strategic initiatives

Qualifications

Minimum of 7 years of Commercial Lines account management experience within an independent agency

Active Massachusetts Property & Casualty license

Strong customer service, communication, and relationship-building skills

Detail-oriented with strong organizational and problem-solving abilities

Proficiency in Microsoft Office

Self-motivated

Team-oriented, and able to work effectively across all levels of the organization

This is a strong opportunity for a seasoned commercial lines professional seeking stability, culture, and long-term career growth within a respected independent agency.

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