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Commercial Lines Account Executive

Commercial Lines Account Executive

Job ID 
# of Openings 
Commercial Lines

More information about this job


Job Title: Account Executive

Department: Commercial Lines

Reports To: P & C Operations Manager

Job Code: Account Executive


Summary The Account Executive is an advanced account management position. This role requires management of a book of business, more than five years of experience in an Account Executive role. The Account Executive will provide a high level of support and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with their manager.


The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency goals and provide field service support.


The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Acount Executive will work with the Principals to design and recommend proper insurance and risk management programs to Agency clients.


Essential Duties

  • Leads accounts through the renewal process per department procedures. Markets accounts to insurance carriers.
  • Works with Underwriters for quotes for Insured’s when additional coverage is needed.
  • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
  • Assists in the development of strong personal relationships with appropriate insurance carrier personnel. Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives.
  • Enters accurate client information into AMS360 system applications.
  • Creates general correspondence to carriers and clients.
  • Processes final cancellations. Processes final audits and sends to insured. Updates Lost Business spreadsheet.
  • Issues certificates of insurance and evidences of property.
  • Prepares policies, renewals and other documents for delivery to insured.
  • Rates lines of coverage as needed.
  • Participates in required continuing professional development.
  • Updates driver/equipment/vehicle schedules.
  • Maintains records according to Agency standards to ensure that procedures are properly followed and that information is readily accessible.
  • Follows company policies and procedures with respect to all essential duties and responsibilities of the job.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                               

Associate or Bachelor's degree (B. A.) from College or university and/or a minimum of five years account executive experience.


Certificates, Licenses, Registrations

Appropriate insurance license(s). Advanced designations.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and ability to adjust focus.