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

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