Commercial Lines Account Executive

The Jonus Group; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated Commercial Account Executive to join their dynamic team. In this role, you will develop and execute strategic plans to grow and retain a book of commercial business while building strong relationships with clients and stakeholders. Your expertise in commercial insurance products and strong negotiation skills will be essential as you identify client needs and recommend appropriate solutions. This opportunity offers a collaborative work environment where you can thrive and make a significant impact in the insurance industry.

Qualifications

• Proven experience as a Commercial Lines Account Executive or similar role.
• Current state-issued insurance license or willingness to obtain one.

Responsibilities

• Develop and execute a strategic plan to grow and retain a book of commercial business.
• Negotiate policy terms and conditions with carriers to ensure comprehensive coverage.

Skills

Commercial insurance knowledge

Negotiation skills

Communication skills

Client relationship management

Market analysis

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Tools

Insurance industry software

Microsoft Office Suite

Job description

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• Develop and execute a strategic plan to grow and retain a book of commercial business
• Build and maintain strong relationships with clients, carriers, and internal stakeholders
• Identify client needs and recommend appropriate insurance products and services
• Negotiate policy terms and conditions with carriers to ensure comprehensive coverage at competitive rates
• Stay updated on market trends, regulatory changes, and industry developments to provide informed advice to clients
• Collaborate with underwriters, claims professionals, and other team members to deliver exceptional service to clients
• Meet or exceed sales targets and key performance indicators
  
  

Responsibilities

Job Description

• Develop and execute a strategic plan to grow and retain a book of commercial business
• Build and maintain strong relationships with clients, carriers, and internal stakeholders
• Identify client needs and recommend appropriate insurance products and services
• Negotiate policy terms and conditions with carriers to ensure comprehensive coverage at competitive rates
• Stay updated on market trends, regulatory changes, and industry developments to provide informed advice to clients
• Collaborate with underwriters, claims professionals, and other team members to deliver exceptional service to clients
• Meet or exceed sales targets and key performance indicators
  
  

Qualifications

• Bachelor's degree in Business, Finance, or related field (preferred)
• Proven experience as a Commercial Lines Account Executive or similar role
• Strong knowledge of commercial insurance products and underwriting principles
• Excellent communication, negotiation, and interpersonal skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Proficiency in insurance industry software and Microsoft Office Suite
• Current state-issued insurance license or willingness to obtain one
• Commitment to diversity, equity, and inclusion in the workplace
  
  

Day-to-day

• Meeting with clients to assess their insurance needs and provide personalized recommendations
• Researching coverage options and market trends to stay informed and competitive
• Collaborating with underwriters to secure appropriate coverage for clients
• Communicating with carriers to negotiate terms and conditions for policies
• Proactively identifying opportunities to cross-sell and upsell insurance products
• Analyzing market data to identify potential new business opportunities
• Attending industry events and networking with potential clients and partners
• Collaborating with team members to optimize processes and deliver exceptional service to clients
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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