Job Description
Job Description
Job Title : Commercial Lines Account Executive | Team Lead
Salary : $90,000 - $110,000 plus comprehensive health benefits
Location : Staunton VA
Job Summary
As a Commercial Lines Account Executive or Client Relationship Manager on our dynamic insurance team, you'll serve as the primary agent for Producer-assigned accounts. This role encompasses both servicing and solicitation activities. You will manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.
Key Responsibilities
- Client Services : Independently manage client relationships and services with minimal oversight from Producers.
- Team Leadership : Direct and oversee a service team to effectively manage a mid-market book of business.
- Client Engagement : Participate in interviews and respond to RFPs, ensuring strong client engagement.
- Renewal Management : Analyze and present renewal options, sell renewal business and additional coverage lines.
- Promotion : Promote various agency services through tailored Producer Service Proposals.
- Expert Analysis : Provide expert analysis and recommendations on clients' existing coverage plans.
- Carrier Selection : Select carriers for solicitation, negotiating beneficial terms and premiums.
- Client Support : Address and resolve client inquiries, including benefits and claims issues.
- Contract Management : Review and ensure the accuracy of client coverage contracts and amendments.
- Vendor Negotiation : Manage and negotiate contracts with third-party vendors on behalf of clients.
- Team Oversight : Oversee and support a dedicated service team, ensuring effective collaboration and performance.
Qualifications
Education : Bachelor’s degree or an equivalent combination of education and experience.Experience : 5-7 years of relevant work experience in the insurance field.Certifications : Designations such as CIC, CISR, CSRM, AAI are a plus.Skills
Exceptional verbal and written communication abilities.Strong problem-solving and time management skills.Teamwork-oriented mindset.Proficient in planning, organization, and prioritization.Well-versed in Microsoft Office Suite, AMS360, or EPIC.