Commercial Insurance Account Executive - Growth & Solutions

NewtekOne (NASDAQ: NEWT)

United States

On-site

USD 65,000 - 75,000

Full time

8 days ago
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Benefits offered by this job

Medical, dental, vision
401(k) matching
Performance bonus

Job summary

NewtekOne is seeking an Insurance Account Executive – Commercial Lines to join its Insurance Agency subsidiary. The role focuses on leading inquiries from clients and alliance partners, qualifying coverage needs, and driving new business growth across commercial lines in the SMB market.

Requirements include a Property & Casualty License and strong insurance knowledge. The position offers a competitive salary with benefits and a performance-based bonus program.

Qualifications

  • Property & Casualty Insurance License.
  • Knowledge of insurance products and how they are used.
  • Ability to read policies and explain coverages clearly.
  • Strong communication and time-management skills.

Responsibilities

  • Lead inquiries from internal and alliance partners to drive revenue growth.
  • Meet monthly production and revenue goals for new business.
  • Qualify prospects’ coverage needs and advise on suitable solutions.
  • Document progress in the referral management system and follow up regularly.
  • Educate prospects on policy inclusions, limitations, and changes.
  • Maintain relationships with clients and decision makers to secure business.

Skills

P&C License
Insurance knowledge
Policy analysis
Communication

Tools

Agency Management System

Job description

NewtekOne is seeking an Insurance Account Executive – Commercial Lines to join its Insurance Agency subsidiary. The role focuses on leading inquiries from clients and alliance partners, qualifying coverage needs, and driving new business growth across commercial lines in the SMB market.

Requirements include a Property & Casualty License and strong insurance knowledge. The position offers a competitive salary with benefits and a performance-based bonus program.

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