Commercial Account Executive

Job Title: Commercial Account Executive

Reports to: Executive Vice President

Department: Commercial Lines

FLSA Status: Exempt

Job Purpose
The Commercial Account Executive is responsible for servicing complex commercial insurance accounts, maintaining strong client and producer relationships, and ensuring high-quality policy placement, renewal execution, and ongoing account support.

Manage and service complex real estate portfolios with large property schedules, developing a deep understanding of each client's business operations, growth objectives, and long-term vision.

Provide strategic risk management guidance, consultative insurance solutions, and the high level of service, reporting, and data analytics required to support sophisticated real estate clients and their evolving needs.

Key Responsibilities
1. Account Management and Client Service

Service and manage complex new and renewal commercial accounts.

Coordinate closely with Producers and Account Managers to ensure timely and accurate delivery of policies, endorsements, certificates, invoicing, and binders.

2. Marketing and Renewal Strategy

Prepare, review, and submit renewal and new business applications 120 days prior to renewal.

Analyze coverage options, negotiate with carriers, and recommend optimal insurance solutions.

3. Carrier and Market Coordination

Maintain strong working relationships with carrier underwriters and company representatives.

Monitor carrier appetite, coverage changes, and market trends.

4. Documentation and Compliance

Ensure policy processing quality control, accurate documentation, and compliance with agency procedures and regulatory standards.

5. Collaboration and Leadership

Provide direction and support to Account Managers.

Participate in client meetings and sales presentations with Producers.

Qualifications
Education & Experience

High school diploma or equivalent required. 10+ years of Commercial Lines Account Management or Account Executive experience at an independent insurance brokerage required.

Knowledge, Skills & Abilities

Strong knowledge of commercial insurance products, excellent organizational skills, strong communication abilities, and proficiency in agency management systems and Microsoft Office.

Compensation

Compensation range is based on working in-office in the state in which the position resides.

Working Conditions

Must be able to sit for extended periods and lift up to 15 pounds occasionally.

#J-18808-Ljbffr