Commercial Lines Account Executive

Harrison Gray Search; Eau Claire (WI); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health, Dental, and Vision Insurance

Life and Disability Insurance

Retirement Plan

Hands-on Training and Tuition Reimbursement

Mon-Fri Schedule (Evenings Off)

Job summary

A leading insurance recruitment agency seeks a Commercial Lines Account Executive in Eau Claire, WI. The successful candidate will independently manage accounts, requiring over 5 years of experience in commercial lines insurance and a valid state license. Expectations include exceptional customer service and strong relationship-building skills. The role offers full-time hours, including benefits like medical, dental, vision, and a retirement plan.

Qualifications

• 5+ years of commercial lines experience.
• Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin.
• Valid WI driver's license and acceptable driving history.

Responsibilities

• Manage a book of business and service existing client accounts.
• Prepare submissions and market new/renewal business.
• Deliver exceptional customer service focused on exceeding expectations.

Skills

Deep knowledge of insurance products, rating, and underwriting procedures

Excellent verbal and written communication skills

Strong analytical thinking and business acumen

Proficient computer skills

Strong attention to detail

Job description

Base pay range

$70,000.00/yr - $75,000.00/yr

Job Overview

Harrison Gray Search has partnered with a large independent insurance agency to find a Commercial Lines Account Executive for their growing business. The Account Executive manages an assigned book of business ($650,000 in revenue), services existing client accounts, and assists agents in providing insurance products for existing and prospective clients. The primary goal is to build strong relationships while delivering exceptional customer service to ensure customer retention.

Key Responsibilities

• Account Management
  • Independently manage a book of business not assigned to an agent.
  • Prepare submissions and market new/renewal business to appropriate carriers.
  • Respond to all day-to-day inquiries and service issues for assigned clients.
  • Provide coverage recommendations and collect exposures from clients and prospects.
  • Maintain the agency management system with up-to-date and accurate information.
  • Serve as a liaison between the client and vendors/carriers to resolve issues.
  • Quote, analyze, compare, and recommend coverage options for clients.
  • Manage the renewal timeline to ensure timely execution of client decisions.
  • Prepare summaries of insurance, renewals, schedules, and proposals.
  • Support Agents with new and renewal business presentations as needed.
  • Build and maintain strong customer relationships through proactive communication and client education on the latest industry trends.
  • Attend client meetings as required.
• Customer Service
  • Deliver exceptional customer service, focused on exceeding customer expectations.
  • Promote a customer-focused environment by providing friendly, courteous, and helpful service.
  • Answer customer questions and resolve complaints in a timely and efficient manner.
  • Support a team-oriented environment by interacting professionally and collaboratively with all employees, clients, and vendors.
• Administrative
  • Organize tasks and resources to complete work and meet deadlines.
  • Make decisions on a variety of tasks requiring discretion, judgment, and initiative.
  • Respond to incoming phone calls and emails promptly and effectively.

Experience and Licensing

• 5+ years of commercial lines experience.
• Current Property & Casualty Resident Intermediary license granted by the State of Wisconsin.
• Valid WI driver's license and acceptable driving history.

Required Knowledge and Skills

• Deep knowledge of insurance products, rating, and underwriting procedures.
• Excellent verbal and written communication skills.
• Strong analytical thinking, business acumen, and organizational skills.
• Proficient computer skills, including the ability to document and access information in an electronic system.
• Ability to follow existing processes, manage multiple priorities accurately, efficiently, and independently, and demonstrate strong attention to detail.
• Paid Time Off (PTO)
• Health, Dental, and Vision Insurance
• Life and Disability Insurance
• Retirement Plan
• Hands-on Training and Tuition Reimbursement
• Mon-Fri Schedule (Evenings Off)

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management

Industries

Insurance

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Inferred from the description for this job

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave