Commercial Lines Sr AM/Executive
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines Client Executive
Job Summary
Seeking an experienced and client-focused Commercial Lines Client Executive to join a forward-thinking insurance agency with a strong reputation for excellence. This role offers the opportunity to leverage commercial lines account management expertise while continuing to grow alongside a collaborative and supportive team.
Key Responsibilities
- Provide exceptional service to assigned commercial lines accounts.
- Manage new business and renewal workflows including applications proposals binding invoicing and related tasks.
- Research and resolve client issues such as policy forms endorsements audits certificates and loss experience.
- Communicate effectively with clients carriers and internal team members in a timely manner.
- Maintain accurate and complete records of client activities within the agency management software.
- Stay informed on commercial lines marketplace trends and product offerings.
- Collaborate with the Commercial Lines team to achieve departmental goals.
- Build and maintain strong client and carrier relationships to drive retention and satisfaction.
- Cross-sell additional coverages and services through proactive client conversations.
Qualifications/Requirements
- Holds an active P&C (Property and Casualty) insurance license.
- 3-5 years of commercial lines account management experience in an agency setting.
- Experience working with middle-market accounts and admitted carriers.
- Professional client-focused and adaptable in a fast-paced environment.
- Strong collaboration skills with the ability to work independently as needed.
- Experience with EPIC or other agency management software is a plus.
Compensation Package
- Competitive salary with benefits package including paid time off.
- Hybrid work flexibility.
- Supportive team-oriented culture with accessible leadership.
- Opportunities for continuing education and professional development.
- Exposure to top carrier partners.
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:
Senior IC
Key Skills
- Logistics & Procurement
- Communication
- ABB
- Client Services
- Lorry Driving
- Document Management
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