Commercial Lines Account Executive

Dickerson Group; United States; Remote; USD 75,000 - 100,000; Full time

Job summary

A leading company in transportation insurance is seeking a Commercial Lines Account Executive to manage client accounts and provide excellent service to clients in the insurance sector. The role emphasizes client relationship management, policy handling, and strong administrative skills, offering a competitive salary and comprehensive benefits.

Benefits

Medical insurance

Dental insurance

401k

Generous paid time off

Qualifications

• Property & Casualty Insurance License required.
• Minimum two years of experience in commercial lines account management.
• Prior experience with commercial trucking/transportation accounts.

Responsibilities

• Client Data and Communication Management, ensuring confidentiality.
• Policy Lifecycle Management from binding to issuance.
• Coordinate with the team on renewal and quoting support.

Skills

Verbal communication

Written communication

Multi-tasking

Client servicing

Education

High School Diploma or equivalent

Tools

MS Office Suite

Applied TAM

Job description

OVERVIEW

We are seeking an experienced Commercial Lines Account Executive to join our commercial lines team at our Bondar Insurance Group office. This role has a heavy focus on the Transportation Insurance sector.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

• Client Data and Communication Management: Maintain accurate client records in TAM (CRM system), document communications and action items per procedure, and ensure timely delivery of client materials with complete confidentiality.

• Administrative and Operational Support: Efficiently manage Outlook (emails, calendars, tasks), handle inbound calls, and coordinate daily operations in collaboration with the Director of Marketing, Producers, and Account Executives.

• Client Servicing and Relationship Management: Provide high-quality service and support to clients, carriers, and partners; review client exposures and current coverages; and recommend insurance solutions, identifying opportunities for cross-selling and account rounding.

• Policy Lifecycle Management: Oversee policy handling from binding to issuance, including processing endorsements, change requests, audits, and issuing certificates (EOI/COI/ID cards), ensuring accuracy and compliance.

• Renewal and Quoting Support: Coordinate with the team on expiration reports to ensure timely renewals; assist with preparing quotes, proposals, summaries of insurance, and online rating for new and renewal business.

• Quality Assurance and Compliance: Verify new and renewal policies for accuracy (rating, forms, coverages, etc.), ensure updates in the management system, and comply with agency and industry E&O guidelines.

• Professional Development and Industry Knowledge: Stay updated on industry changes and product offerings, participate in agency trainings and meetings, and continuously enhance professional skills to support business growth and compliance.

QUALIFICATIONS

• Property & Casualty Insurance License required
• Minimum two years of experience in commercial lines account management at a brokerage
• Prior experience with commercial trucking/transportation accounts
• High School Diploma or equivalent education and experience
• Proficient in MS Office Suite, with Advanced Excel skills
• Excellent verbal and written communication skills
• Ability to work autonomously and multitask
• Experience with Applied TAM preferred

BENEFITS

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $75,000 - $100,000 (based on experience).

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understandwhat personal information we may collect and use as part of your application process.

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