Commercial Lines Account Executive

Job Description:

Commercial Lines Account Executive (Hybrid)

Position Summary

We are seeking an experienced Commercial Lines Account Executive to serve as a trusted advisor and “risk manager” for our commercial clients. This role is ideal for someone who thrives in a relationship driven environment, understands complex commercial placements, and takes pride in delivering proactive, high touch service. The Account Executive will manage and grow a book of business by guiding clients through coverage strategy, renewals, midterm service needs, and risk management planning.

This is a hybrid role
. After acclimation and onboarding, you will work in office two days per week
.

What You Will Do

• Serve as the primary relationship manager for a portfolio of commercial clients, acting as a risk management partner, not just a policy servicer.
• Lead renewals end to end including exposure gathering, coverage analysis, marketing strategy, carrier negotiations, proposal development, and presentation.
• Manage new business onboarding and ensure a smooth, professional transition into the agency.
• Provide strategic guidance on coverage structure and limits across multiple lines, including but not limited to:
  • Commercial Auto and fleet
  • Property
  • General Liability
  • Workers’ Compensation
  • Excess and Umbrella
  • D&O, EPLI, and related management liability lines
• Coordinate with internal service team members to ensure accurate documentation, timely endorsements, certificates, audits, claims support coordination, and ongoing client communication.
• Maintain accurate activity, policy, and account documentation within Applied Systems and related agency tools.
• Identify coverage gaps, emerging exposures, and improvement opportunities, bringing solutions to clients in a clear, consultative manner.
• Build strong carrier relationships and represent clients with professionalism and credibility in the marketplace.
• Travel locally to client offices as needed using company vehicles when applicable.

Required Qualifications

• 14+ years of true Commercial Lines insurance experience in an Account Executive, Account Manager, Producer support, or similar client facing role.
• Strong working knowledge of commercial lines coverages, structures, and placement considerations across multiple lines.
• Applied Systems proficiency (Applied agency management software) with demonstrated ability to manage workflows, documentation, and ACORD applications.
• Proven ability to manage complex accounts with a high level of service, accuracy, and responsiveness.
• Strong communication skills, including the ability to explain coverage and strategy to business owners and executive level stakeholders.
• Organized, proactive, and comfortable managing multiple priorities in a fast paced environment.

Preferred Qualifications

• Experience serving as a consultative risk advisor, including coverage benchmarking, exposure reviews, and strategic renewal planning.
• Strong carrier relationships and experience marketing complex accounts.
• Experience supporting clients across multiple industries and account sizes.

Compensation and Benefits

• Competitive compensation in the high six figures for the right person.
• Platinum level medical benefits with 100% of employee premium covered
  .
• Employer provided life insurance
  .
• Generous PTO and flexibility.
• Access to company vehicles for client visits.
• A professional culture that is low drama and low politics
  , with a strong focus on quality work and client outcomes.

Work Environment

• Hybrid schedule:
  Two days per week in office after onboarding and acclimation
  .
• Team oriented culture focused on service, accountability, and doing the right thing for clients.