Commercial Lines Executive – Insurance Brokerage

Commercial Lines Executive – Insurance Brokerage

Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)

Work Type: Full‑Time, Permanent

Experience

Required:

5 – 35 Years

Compensation: USD 100,000 – 175,000 (plus SP payout: USD 5,250)

Eligibility: Must be a U.S. Citizen

Travel Requirement: Minimal to moderate; occasional overnight travel may be required

Seeking an experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves providing strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle management—from pre‑renewal through stewardship. The position also includes collaboration with producers on new business opportunities and delivering professional client presentations.

• Lead and manage an established book of Property & Casualty (P&C) clients.
• Educate clients on policy coverage, exclusions, and updates.
• Collaborate with producers and client managers to complete renewals 90–120 days before expiration.
• Manage the full marketing and renewal process including strategy, submissions, negotiations, and presentation development.
• Deliver oral and written presentations to clients and prospects.
• Identify additional coverage opportunities and deliver tailored risk management solutions.
• Maintain accurate documentation of all client communications in the agency management system.
• Supervise client managers supporting shared accounts.
• Ensure compliance with agency procedures, E&O guidelines, and operational standards.
• Participate in internal initiatives, special projects, and client stewardship reviews.

• Bachelor’s degree (any discipline).
• Active State of Ohio Property & Casualty License.
• Minimum 5 years of Property and Casualty insurance experience.
• Strong knowledge of commercial lines coverage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent communication, presentation, and relationship management skills.

• Professional designations such as CPCU, CIC, or ARM.
• Experience using the Applied EPIC agency management system.
• Proven track record in risk consulting and client retention.

• Competitive compensation with performance incentives.
• Established client base with opportunities for growth.
• Professional development support (continuing education and certifications).
• Collaborative and client‑focused work environment.
• Health, dental, vision, and retirement benefits package.

Mid‑Senior level

Full‑time

Business Development and Sales

Software Development