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Were an insurance advisory firm that supports business owners with a full spectrum of coveragefrom commercial lines to employee benefitsby making the process straightforward personalized and efficient. We take pride in offering more than just policies; we build lasting partnerships through education clarity and innovative service. Our systems are designed to deliver a hightouch client experience so were looking for someone whos ready to approach the industry a little differently.
The Opportunity
Were hiring a Commercial Lines Account Executive who thrives in a clientfirst environment and is eager to grow with a company that values modern workflows process consistency and deep client relationships.
What You Bring to the Table
ClientCentered and ProcessMinded: Youll deliver personalized service while working within structured systems tailored to our approach.
Proactive and Accountable: Youre selfmotivated and take ownership of your book of business.
Licensed and Experienced: 13 years of commercial insurance experience with an active P&C license is required.
TechSavvy and DetailOriented: Comfortable navigating tools like Google Workspace Excel and Outlook.
What Youll Be Doing
Manage existing client accounts handling renewals endorsements and service requests
Respond to client and prospect inquiries by phone email or in person
Review policy terms to ensure coverage meets client needs and identify potential gaps
Work with carriers to secure quotes and advocate for favorable terms
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
Full-Time