The Commercial Lines account executive will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasionally over-time may be requested. Some weekend event participation may be required.

Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

Knowledge on all lines of business including General Liability, Workers Compensation, Commercial Auto, Commercial Property, etc.

Accurately file and maintain client data and activities in the agency management system

Collect all information needed for quotes

Shop new and renewal business accounts through insurance market within agency timelines and deadlines

Use our Superior variety of Carriers to multi-line up-sell current book of business.

Market accounts to insurance carriers and/or provide required information to Commercial Sales Agents.

Finalize and confirm all needed items and documents prior to reaching out to insured

Make and receive calls to agency insureds in a professional and courteous manner

Independent servicing of assigned book of business.

Other duties as assigned

Competencies

Understanding of Commercial Insurance Rating Factors

Communication proficiency in person, by phone and through emails with team members and insureds

Ethical Conduct

Flexibility

Initiative

Excellent Time Management

Required Education and Experience

4-40 Insurance license / Customer Service

2+ Years in a professional office environment

Proficiency with Microsoft Outlook, Word, and Excel

Preferred Education and Experience

4 Year college degree

Proficiency with Vertafore AMS360 a plus