### Job Title: Account Executive Lead - Commercial Lines
Are you ready to join one of the nation's leading privately held insurance agencies? We pride ourselves on being a Top Workplaces USA Award winner, emphasizing a rewarding culture and unwavering commitment to employee satisfaction. Here, a strong work/life balance, personal and professional growth, competitive benefits, and community involvement are more than just buzzwords—they define who we are. With over 60 office locations across the US and Northern Ireland, we are dedicated to serving our clients with unparalleled excellence.
### About the Role:
As an Account Executive Lead - Commercial Lines, you will play a crucial role in strategically coordinating and executing client marketing, servicing, risk management, and sales activities. You will be responsible for managing a book of business, increasing account retention, and solving complex customer service issues. You will also direct day-to-day activities and workflow, support team communication, training, and development under Operations Leadership.
### Key Responsibilities:
- Technical Competence and Expertise: Maintain a high level of technical and industry expertise.
- Client Relationship Management: Act as an extension of the Producer, managing client relationships, conducting one-on-one meetings, and negotiating/closing new business and renewals.
- Team Leadership: Direct day-to-day activities, delegate tasks, communicate performance expectations, and monitor execution to meet performance requirements and timelines.
- Training and Development: Provide training, mentoring, and ongoing professional development for the account team and new hires.
- Performance Monitoring: Assist in monitoring team performance to ensure productivity, efficiency, quality, and service standards are met.
- Compliance and Best Practices: Ensure compliance with core work processes and company policies, identifying and adopting best practices.
- Client Servicing: Manage a variety of customer service, account management, and risk management activities, including policy administration, billing, claims, and policy reviews.
- Policy Management: Oversee new business and policy renewal processes, ensuring accurate and timely execution.
- Data Management: Maintain accurate and complete policy transaction details, agency management systems, and other platforms.
- Communication: Maintain transparent communication with the account team and Producer regarding client service and policy administration activities.
### What We're Looking For:
- Experience: At least 5 years of industry experience, or 7 years in sales, marketing, or relationship management.
- Industry Knowledge: In-depth knowledge of the insurance brokerage business and client needs.
- Licensing: All required active licenses; professional designation (such as CIC) preferred.
- Skills: Strong analytical, problem-solving, decision-making, organizational, prioritization, delegation, and customer advocacy skills.
- Communication: Exceptional verbal and written communication skills.
- Attention to Detail: Ability to handle large work volumes with high accuracy.
- Technical Proficiency: Basic knowledge of MS Office products (Outlook, Word, Excel).
- Character: Exceptional personal character and integrity.
- Education: High School Diploma or equivalent.
### What We Offer:
- Competitive Salary: $95,000 to $125,000 per year, depending on experience.
- Benefits: Company-paid health insurance, paid time off for holidays, vacations, and sick time, 401K with employer match, and participation in our employee stock plan.
- Professional Growth: Opportunities for career progression and professional development.
- Supportive Culture: A culture that emphasizes respect, work/family life balance, and community service.
- Team Environment: Teammates who share your drive for excellence.
- Impactful Work: Know that you are helping clients protect their families and businesses.
### Why Join Us?
- Recognition and Reward: Feel valued and appreciated for your efforts.
- Influence and Impact: Have a real influence on the continued success of the organization.
- Peace of Mind: Know that you've made a great decision for your professional life.
If this sounds like the perfect fit for you, apply now and our talented recruiters will be happy to answer any questions you may have.
Note: If you require alternative methods of application or screening, please contact us directly to discuss your needs.
Employment Type: Full-Time
Salary: $ 95,000.00 125,000.00 Per Year
