Commercial Insurance Sales B2B

Boost HR and Recruiting; Lawrenceville (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Boost HR and Recruiting is seeking a Commercial Lines Account Executive in Lawrenceville, GA. This role focuses on building relationships with business owners, identifying insurance needs, and providing solutions in business insurance.

The position combines sales with consultation and coordinated team support. Responsibilities include quoting, binding coverage, and developing new accounts while collaborating with marketing and agency colleagues.

Qualifications

• High school diploma or GED is required.
• Property & Casualty License must be maintained; continuing education required.
• Ability to communicate information clearly with clients and team members.
• Dependable, consistent and timely work ethic.
• Ability to make decisions independently and solicit input when needed.
• Proficient in Microsoft Office Suite.
• Complete Advanced TotalCSR within 90 days.

Responsibilities

• Quote and sell commercial lines accounts; answer questions and process changes.
• Coordinate workflow with the manager to ensure smooth quotes and bindings.
• Maintain accurate customer information and records.
• Understand products, underwriting requirements, binding authority, and CRM.
• Prepare proposals and present quotes to insureds in an organized format.
• Develop existing accounts through cross-selling and additional lines of coverage.
• Represent the agency professionally to promote its reputation.

Education

High school diploma or GED

Property & Casualty License

Effective communication (verbal/written)

Independent decision making

Proficient in Microsoft Office Suite

CRM knowledge

TotalCSR proficiency

Tools

CRM

Microsoft Office

Job description

Job Description

Job Description

** Overview:**

This Insurance agency is a leader in experience, innovation and services when it comes to commercial insurance for their clients. The agency is located in Lawrenceville, GA and has created a culture of respect, hard work and fun

** Description:**

The Commercial Lines Account Executive is a sales representative who is responsible for creating relationships with business owners and decision makers. Sales representatives (Commercial Account Executives) call and meet prospects and while using a consultative approach, uncovering needs and providing solutions in business insurance. The Account Executive generally specializes in one segment of our business and engages other agency experts to offer a broad range of services solutions to their clients. Account Executives are responsible for new business acquisition – supported by our marketing group. Position is based in our office and outside the office meeting with prospects. Most contacts made via phone or e-mail binding coverage and directing workflow within a team of Commercial Account Executives. Would be present and participating in the weekly staff meetings and other supporting duties required by all Account Executives, Senior Vice President or President.

The sales process includes developing new accounts, quoting new business coverages, binding insurance coverage, forwarding submission packages to the appropriate carrier, and creating insurance proposals for customers. Sales process also consists of discussing coverages, recommending coverages, requesting and making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents.

** Essential Duties and Responsibilities:**

• Exercises discretion and independent judgment with respect to providing quotes to prospective customers; coordinating any issues that arise on quotes and binding insurance coverage.
• Directs their own workflow and works with manager on concerns. Direction of workflow includes monitoring daily activities to ensure proper flow of information.
• Accurately maintains customer information and records.
• Understands and utilizes the various company products, underwriting requirements, binding authority, policy forms, and CRM.
• Quoting and selling commercial lines accounts by:
  • Answering coverage questions, recommending coverages, processing policy change information, taking claim information, submitting the proper documents to the carrier, and verifying that documents received from the carrier are correct.
  • Collection of premiums and reconciliation of accounts as needed.
• Markets new business. Complete underwriting information and applications. Present submissions to companies. Compile company quotes and performs initial price and coverage negotiation with carriers. Present quotes to producer in an organized format. Create accurate and professional-looking insurance proposals that are presented to the insured.
• Develop existing accounts by cross-selling additional coverages on existing policies or adding additional lines of business.
• Assists with the development of recommended coverages for customers.
• Learn new products or changes and convey them accurately to customers.
• Promotes and enhances the reputation of the agency.

** Knowledge, Skills, and/or Abilities:**

• High school diploma or general education degree (GED).
• Property & Casualty License will be required and must be maintained. Continuing annual education must be completed with the manager’s approval.
• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
• Possess the ability to perform work in a dependable, consistent, and timely manner.
• Demonstrates the ability to make decisions independently and solicit the input of others as needed.
• Proficient computer skills including Microsoft Office Suite.
• Complete Advanced TotalCSR in the first 90 days