Serve as a primary day-to-day contact for assigned commercial insurance clients
Build and maintain strong client relationships through proactive communication and exceptional service
Manage policy changes, endorsements, certificates of insurance, audits, cancellations, reinstatements, and other account servicing activities
Partner closely with the Producer to support client retention and long-term account growth
Coordinate renewal activities, including gathering underwriting information, loss runs, exposure data, and supporting documentation
Work with carrier partners and internal teams to secure competitive coverage solutions and execute renewal strategies
Review policies and endorsements for accuracy and completeness
Assist clients with coverage questions and help explain policy provisions, coverage changes, and renewal recommendations
Maintain accurate documentation within agency management systems
Coordinate with internal service, marketing, claims, and underwriting teams to support client needs
Assist with billing inquiries and policy-related questions
Perform additional duties and projects as assigned

Commercial insurance experience required
Experience supporting or managing commercial insurance accounts highly beneficial
Commercial auto, transportation, or trucking insurance experience beneficial
Strong client relationship management and customer service skills
Ability to build trust and maintain long-term client relationships
Experience working directly with clients, carriers, underwriters, and producers
Excellent verbal and written communication skills
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong organizational skills and attention to detail
Proficiency with agency management systems and Microsoft Office applications
Active Property & Casualty license required or ability to obtain as required
Bachelor's degree beneficial
Professional insurance designations such as CIC, CISR, CRM, ARM, or CPCU beneficial

Account Executive

Key skills