Commercial Lines Account Executive

The Jonus Group; Louisville (KY); On-site; USD 65,000 - 95,000; Full time

Job summary

The Jonus Group in Louisville, KY is seeking a dynamic Commercial Lines Account Executive to act as the primary contact for commercial clients, managing policies and delivering tailored insurance solutions.

The ideal candidate will be proactive, with exceptional communication and relationship-building skills, collaborating with clients, carriers, and internal teams to deliver thoughtful service and customized coverage.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 3+ years of experience in commercial lines insurance or account management.
• Active state insurance license or ability to obtain within 90 days.

Responsibilities

• Develop and maintain strong client relationships and understand commercial insurance needs.
• Serve as main client contact, handling inquiries and resolving issues promptly.
• Prepare, present quotes, proposals, and policy renewals for clients.
• Negotiate with carriers for coverage and pricing within guidelines.
• Manage policy changes, claims, and service requests efficiently.
• Stay informed on market trends and provide sound advice.
• Identify cross-sell opportunities to support growth.
• Maintain accurate client and policy records in systems.
• Participate in networking events to promote the company.

Education

Bachelor’s degree in Business Administration/Finance/Insurance or related field

Tools

Microsoft Office Suite

Insurance management software

Job description

Job Summary

Seeking a dynamic and motivated

Job Description

Commercial Lines Account Executive

Job Summary

Seeking a dynamic and motivated Commercial Lines Account Executive to join the team. This role serves as the primary contact for commercial clients, managing insurance policies and ensuring a seamless customer experience. The ideal candidate is a proactive problem-solver with exceptional communication and relationship-building skills. This professional will work closely with clients, insurance carriers, and internal teams to deliver thoughtful and customized insurance solutions.

Responsibilities

• Develop and maintain strong, long-term relationships with clients, understanding their commercial insurance needs and providing tailored solutions.
• Serve as the main point of contact for clients, addressing inquiries, managing requests, and resolving issues with a focus on quality and efficiency.
• Collaborate with internal teams to prepare and present competitive quotes, proposals, and policy renewals for clients.
• Negotiate with insurance carriers to provide optimal coverage and pricing for clients while adhering to company guidelines and market standards.
• Effectively manage and process policyholders' coverage changes, claims, and other service requests.
• Stay up-to-date on insurance industry trends, market conditions, and regulatory changes to provide clients with sound advice and innovative solutions.
• Proactively identify cross-sell and upsell opportunities to meet client needs and support the company's growth objectives.
• Maintain accurate client and policy records in systems, ensuring all documentation and communications are up-to-date and compliant with company standards.
• Participate in networking events, industry conferences, and community engagement initiatives to promote the company’s brand.

Qualifications/Requirements

Minimum Qualifications:

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field, or equivalent work experience.
• A minimum of 3 years of experience working in commercial lines insurance, account management, or related roles.
• Proven track record of delivering excellent customer service and building lasting client relationships.
• Strong understanding of commercial insurance products, markets, underwriting, and policies.
• Active state insurance license or the ability to obtain one within the first 90 days of employment.

Skills & Competencies

• Excellent verbal and written communication skills with the ability to convey complex information in an accessible manner.
• Strong analytical and organizational skills, with an emphasis on attention to detail.
• Proficiency in Microsoft Office Suite and experience with insurance management software.
• Ability to work both independently and collaboratively in a fast-paced, deadline-driven environment.
• Outstanding negotiation, persuasion, and problem-solving capabilities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.