Commercial Lines Account Executive

Role Overview

• Identify and acquire new business through calls, emails, visits, and lead-generation methods aligned with agency guidelines
• Conduct client and prospect appointments to assess insurance needs, present proposals, and explain coverage options
• Submit, rate, quote, and place new business in line with agency and carrier guidelines
• Prepare and submit accurate insurance applications, underwriting data, and loss histories
• Collaborate with the marketing and service teams to negotiate optimal coverage and pricing
• Develop and deliver detailed formal insurance proposals
• Support cross-selling initiatives through a mutual referral network
• Build and maintain strong client relationships
• Meet or exceed predetermined sales goals
• Maintain effective communication with clients, agency, and carrier personnel
• Follow agency workflows and properly utilize the AMS360 and CRM systems
• Complete sales reports, track pipeline activity, and attend required meetings
• Stay informed on industry trends and maintain continuing education requirements
• Perform additional duties as assigned

Requirements

• Active Property & Casualty license
• 3–5+ years of documented successful insurance sales experience
• Proficiency in Microsoft Windows Suite
• Strong ability to determine optimal insurance solutions for clients
• Excellent interpersonal, written, verbal, and sales skills
• Ability to travel during the day up to 60%
• Valid U.S. driver’s license and minimum state-required vehicle insurance

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) with employer match
• Employer-paid Short
• and Long-Term Disability
• Life Insurance
• Employee Assistance Program
• Generous PTO
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities