Commercial Lines Account Executive

For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.

Position Summary
The Commercial Lines Account Executive is responsible for driving the retention and growth of an assigned book of business while actively pursuing new commercial opportunities. This role serves as a trusted advisor to clients, delivering tailored insurance and risk management solutions, strengthening long‑term relationships, and enhancing the agency’s brand presence. As a key contributor to agency success, the Account Executive leads retention initiatives, identifies cross‑selling opportunities, and supports new business development, all while maintaining a high standard of service, professionalism, and technical expertise.

Key Responsibilities
Client Relationship Management and Retention

Manage a designated book of business with a target retention rate of 98–100%

Build and maintain strong, long‑term client relationships to ensure account stability and satisfaction

Collaborate with Account Managers to address service needs in a timely, accurate, and professional manner

Conduct regular coverage reviews, identify gaps, and recommend appropriate risk management solutions

Drive client engagement through proactive communication, scheduled meetings, and consistent follow‑up

Technical Expertise and Operational Excellence

Serve as a subject matter expert on coverage, underwriting guidelines, and carrier products

Provide technical guidance and support to team members on complex accounts

Ensure accurate and complete documentation within the agency management system

Prepare applications, policy changes, and required documentation in alignment with agency standards

Follow established workflows and best practices for placing and servicing business

Sales & Business Development

Identify and pursue new commercial business through networking, referrals, outreach, and community involvement

Conduct comprehensive needs assessments to evaluate client exposures and recommend solutions

Develop and present customized insurance proposals, clearly communicating value beyond price

Maintain an active and organized sales pipeline within the CRM system

Professional Development

Stay current on industry trends, regulatory updates, and market developments through ongoing education and professional engagement

Participate in continued education and licensing activities to maintain compliance

Contribute to agency culture by supporting team collaboration and company events

Support special projects or other duties as assigned by leadership

Qualifications

High School Diploma required

Active New Jersey Property & Casualty license required

Minimum of 3 years of commercial insurance service and/or sales experience

Strong knowledge of commercial property & casualty coverages and carrier products

Skilled in promoting and selling services with a client‑focused approach

Proficiency in Microsoft Office Suite

Experience with agency management systems (e.g., AMS360 or Applied Epic) and CRM platforms

Excellent verbal and written communication skills

Strong organizational and time management abilities with attention to detail

Proven ability to build and maintain relationships with clients, carriers, and business partners

Results‑driven, self‑motivated, and able to work both independently and collaboratively

Comfortable managing multiple priorities in a fast‑paced environment

Willingness to travel as needed

Ability to pass a criminal background check, as permitted by law

Hours
Monday – Friday, 9:00am to 5:00pm

Office Location
492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options)

Benefits

Competitive Compensation Package

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

No Solicitation Notification to Agencies
Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

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