Commercial Insurance Account Executive

Seeking a dynamic and results-drivenCommercial Insurance Account Executiveto join a growing this role the primary focus will be on acting as a trusted advisor to clients building relationships and providing tailored commercial insurance solutions aligned with their business requirements. This position plays a vital role in driving business growth delivering exceptional client service and managing new and existing accounts seamlessly.

• Build and maintain strong lasting relationships with new and existing clients serving as their primary point of contact for commercial insurance needs.
• Collaborate with clients to assess their insurance requirements review risks and recommend appropriate coverage and policies that meet their business goals.
• Prepare and present proposals for new business opportunities and renewal packages ensuring customized solutions for each client.
• Work closely with insurance carriers to negotiate policy terms premiums and ensure placement of coverage.
• Monitor and manage the accounts of assigned clients staying ahead of any service requirements policy changes and renewals.
• Proactively identify opportunities for cross-sell up-sell and expansion of insurance coverage to address evolving client needs.
• Work in partnership with internal teams including underwriters claims specialists and support staff to deliver seamless and efficient client service.
• Stay informed of industry trends market conditions and new insurance products to offer the best solutions to customers.
• Work to achieve personal and team targets while maintaining a high level of customer satisfaction.
• Ensure compliance with all legal and regulatory requirements related to insurance policies and practices.

• Proven experience as anAccount Executiveor in a similar role within the commercial insurance industry.
• Strong knowledge of commercial insurance products policies and market trends.
• Exceptional interpersonal and communication skills with the ability to influence and build relationships at all organizational levels.
• Detail-oriented with strong organizational and time management skills to handle multiple accounts simultaneously.
• Goal-oriented and self-motivated with a demonstrated ability to meet and exceed sales and client retention targets.
• Familiarity with insurance sales tools CRM software and risk management practices.
• Ability to analyze risk exposures and negotiate favorable terms and pricing on behalf of clients.
• Holds an active P&C (Property and Casualty) insurance license.

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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