Commercial Lines Account Executive | Product Placer

Seeking an experienced Commercial Lines Account Executive to serve as a trusted advisor to middle and large-market commercial insurance clients. This relationship-focused role emphasizes client engagement renewal strategy coverage consultation and long-term account management rather than new business production.

Approximately 75% of the role is client-facing including renewal meetings coverage reviews and relationship management. The remaining 25% focuses on account analysis renewal preparation and collaboration with internal teams and carrier partners.

• Serve as the primary advisor for middle and large-market commercial insurance clients.

• Lead renewal meetings and develop strategic renewal plans.

• Conduct comprehensive coverage reviews and provide consultative insurance guidance.

• Manage complex commercial risks and multi-line insurance programs.

• Strengthen long-term client relationships through proactive communication and engagement.

• Collaborate with internal teams and carrier partners to support effective service delivery.

• Analyze account needs and prepare renewal strategies tailored to each client.

• Maintain accurate and organized account documentation.

• Holds an active P&C (Property and Casualty) insurance license.

• 3 years of experience in a client-facing Commercial Lines role within an independent insurance agency or brokerage.

• Experience managing middle and large-market commercial accounts.

• Strong knowledge of Commercial Property & Casualty insurance coverages.

• Demonstrated ability to lead renewal strategy discussions and provide consultative insurance guidance.

• Experience handling complex commercial risks and multi-line insurance programs.

• Excellent communication presentation and relationship-building skills.

• Ability to work effectively in a hybrid environment.

• Base Salary: $90000 - $120000.

• Future bonus potential.

• Hybrid work environment.

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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