Job Description

We are currently seeking a full time Commercial Lines Account Executive with experience to join the collaborative team of a local independent insurance agency in Montgomery County.

Responsibilities:

Serve as the primary point of contact for commercial clients, providing expert advice and personalized service.
Assist clients in selecting appropriate insurance coverages, including property, casualty, general liability, workers' compensation, and other lines of commercial insurance.
Proactively manage policy renewals, ensuring timely processing and identifying opportunities for coverage improvements or cost savings.
Conduct thorough risk assessments to help clients identify potential exposures and recommend appropriate coverage solutions.
Identify opportunities for cross-selling or upselling additional coverage and services to existing clients.
Work closely with underwriters, account managers, and other internal teams to deliver high-quality service and ensure smooth policy administration.
Stay informed on industry trends, coverage changes, and market conditions to provide informed guidance to clients.

Qualifications:

Minimum of 3-5 years of experience in commercial insurance, with a strong understanding of commercial lines products and services.
Must hold an active Property & Casualty Insurance License
Strong interpersonal and communication skills with a proven ability to build lasting client relationships.
Excellent organizational skills with the ability to manage multiple accounts and priorities simultaneously.
Proficiency in insurance software and MS Office Suite. Experience with agency management systems is a plus.

Preferred Qualifications:

Bachelor's degree in Business, Insurance, or related field.
Experience with complex commercial lines accounts, such as large property portfolios or specialized coverages.
Industry certifications (CPCU, CIC, CRM) are a plus.

Benefits: 401(k) w/matching, Flexible schedule, Health insurance, Paid time off, Work from home

Job Tags

Full time, Local area, Work from home, Flexible hours,

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