Commercial Lines Insurance Leader
Listed on 2026-03-10
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Sales
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Insurance
Primary Purpose
The primary purpose of the Commercial Lines Leader is to assist with oversight of the agency consulting function by providing recommendations to leadership and directing staff; manage key/complex clients by acting as the case manager and providing senior level benefits guidance/advice on all services; and supporting sales and marketing efforts by growing revenue with existing clients, developing new opportunities through client referrals and for developing a center of influence that generates new business leads.
Essential Duties and ResponsibilitiesFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Overseeing account renewal activities with client service teams.
- Presenting client annual plan renewal audits, advising clients on strategies for managing cost, improving business results and enhancing plan value.
- Providing clients with timely updates on industry trends and/or changes that can impact account design, strategy, compliance, communication and/or administration.
- Understanding and presenting our enterprise-wide services and programs.
- Growing revenue with existing clients through the sale of additional services and increases to fee revenue where appropriate.
- Understanding the marketplace and establishing new opportunities through client referrals, marketplace relationships, and using center of influence and relationships where possible.
- Using strong business acumen to effectively communicate with prospective and existing clients.
- Advising agency staff of and/or implementing initiatives to improve agency consulting function or client deliverables.
- Participate in executive leadership meetings for agency.
Required Qualifications:
- Bachelor's degree required, or combination of applicable experience and education.
- Seven years of experience working for a Commercial Lines or insurance carrier in an Account Management or Sales position.
- Multiple years of experience supervising employees.
- Excellent written and verbal communication, interpersonal and relational skills, with the ability to quickly develop relationships of trust and confidence with a variety of people and personalities, at all levels within an organization.
- Ability to influence decision makers and drive activities to generate new revenue.
- Ability to be an effective team leader.
- Self‑motivated with the ability to effectively multi‑task and work collaboratively in a fast‑paced, team environment.
- Ability to evaluate complex insurance programs, diagnose potential problems and identify opportunities for Company products, services and/or solutions, communicating solutions to complex challenges to clients in a manner that can be easily understood and assessed by decision makers.
- Demonstrated ability to deliver consistent positive results through influencing, coordinating and managing the efforts of others.
- Accomplished and effective sales skills including identifying potential sales opportunities, generating sales leads, helping clients identify and understand their needs/challenges, ascertaining potential solutions to client problems, helping direct customers in the decision‑making process, handling customer questions and objections and effectively and efficiently closing sales.
- Strong working knowledge of industry, alternative risk and complex insurance programs.
- Active Property and Casualty license or ability to obtain within three months from hire date.
- Ability to collect and analyze complex numerical and written data and verbal information to reach logical conclusions.
- Ability to travel hours at a time both in cars and by other modes of transportation.
Preferred Qualifications:
- Experience would include 7-10 years Commercial and Leadership experience.
- Commercial Lines Experience and Technical knowledge of coverage and the industry.
- Agency Operations knowledge helpful.
Compensation: $ - $ per year
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