Role OverviewAs a Client Executive - Commercial Lines, you will serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts. You will develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives. You will lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
What You Will Do
Your day-to-day responsibilities will include strategically analyzing assigned book of business to ensure revenue growth and account profitability. You will proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines. You will monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
Why It Might Be a Fit
We are looking for a candidate with 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts. You will need to have a deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. You will also need to have strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability.
Requirements
- 7+ years of experience in insurance account management
- Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies
- Active insurance licenses in applicable lines (P&C and/or L&H) required
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred
- Proficient in AMS360 or comparable agency management systems
Benefits
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
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