A trusted independent insurance agency is seeking a Commercial Lines Account Executive to join its growing team. In this client-facing role, you’ll handle a book of clients, providing end-to-end service including renewals, policy changes, client communications, claims assistance, and documentation. This is a great opportunity to join a fun, close-knit team that values client relationships, transparency, and flexibility.

They are looking for a team player who is trustworthy, detail-oriented, and passionate about delivering top-notch service in a fast-paced insurance environment.

Salary Range: $50,000 – $60,000 / year DOE

Commercial Lines Account Executive Responsibilities:

• Manage and service a book of commercial lines clients with average account premiums
• Provide end-to-end service for assigned accounts, including renewals, endorsements, certificates, and coverage updates
• Document all communications, activities, and updates in AMS360
• Handle day-to-day customer inquiries and service requests; communicate with underwriters and insurance carriers
• Support clients with the claims process by guiding them through filing and following up with adjusters
• Identify opportunities to round out mono-line accounts by offering additional coverage lines
• Meet regularly with management to discuss account needs, process improvements, and issue escalations
• Stay up to date on industry trends, customer service best practices, and coverage updates
•  Collaborate closely with Producers to ensure seamless account management and high retention

Commercial Lines Account Executive Requirements

• 2+ years of commercial lines experience in an insurance agency setting
• Must hold an active NY State Property & Casualty license
• Prior experience managing direct client communication
• Strong organizational and documentation skills
• Proficient in Microsoft Office
• Familiarity with AMS360 is a plus
• Self-motivated, dependable, and capable of working independently after training
• Professional, team-oriented, and client-focused personality

Benefits:

• Hybrid schedule after training
• 401(k) with Safe Harbor 3% company contribution
• Comprehensive medical benefits
• Voluntary dental and vision plans
• Long-term care insurance
• Flexible PTO
• 9 paid holidays
• Discretionary annual bonus
• Supportive leadership and fun office culture

If you’re a confident communicator with a solid background in commercial insurance, we want to hear from you! Join a company where your expertise is valued and your voice matters.

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