Commercial Lines Account Executive | Client Service Manager

ZipRecruiter; Oklahoma City (OK); On-site; USD 80,000 - 95,000; Full time

Job summary

A leading company in the insurance sector is seeking a Commercial Lines Account Executive in Oklahoma City. In this role, you will manage client relationships, lead a service team, and drive business growth through effective client management and tailored service proposals. Candidates should possess a bachelor's degree and relevant experience in the insurance field, with strong communication and problem-solving skills.

Qualifications

• 5-7 years of relevant work experience in the insurance field.
• Designations such as CIC, CISR, CSRM, AAI are a plus.

Responsibilities

• Manage client services and maintain relationships with minimal oversight.
• Direct a service team and manage a mid-market book of business.
• Analyze and present renewal options to clients.

Skills

Communication

Problem Solving

Time Management

Teamwork

Planning

Organization

Prioritization

Education

Bachelor’s degree

Tools

Microsoft Office Suite

AMS360

Applied TAM/EPIC

Job description

Job DescriptionJob DescriptionJob Title: Commercial Lines Account Executive | Client Service ManagerSalary: $80,000 - $95,000 plus comprehensive health benefitsLocation: Oklahoma City, OKJob Summary: As a Commercial Lines Account Executive or Client Relationship Manager in our dynamic insurance team, you'll act as a primary agent for Producer assigned accounts. This role involves both servicing and solicitation activities. You'll manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.Key Responsibilities:

• Independently manage client services and maintain relationships with minimal oversight from Producers.
• Direct a service team to manage a mid-market book of business effectively.
• Participating in interviews and responding to RFPs.
• Analyze and present renewal options to clients, selling renewal business and additional coverage lines.
• Promote various services offered by our agency through tailored Producer Service Proposals.
• Provide expert analysis and recommendations on clients' existing coverage plans.
• Select carriers for solicitation, negotiating beneficial terms and premiums.
• Address and resolve client inquiries, including benefits and claims issues.
• Review and ensure the accuracy of client coverage contracts and amendments.
• Manage and negotiate contracts with third-party vendors on behalf of clients.
• Oversee and support a dedicated service team.

Qualifications:

• Bachelor’s degree or an equivalent combination of education and experience.
• 5-7 years of relevant work experience in the insurance field.
• Designations are a plus CIC, CISR, CSRM, AAI

Skills:

• Exceptional verbal and written communication abilities.
• Strong problem-solving and time management skills.
• Teamwork-oriented mindset.
• Proficient in planning, organization, and prioritization.
• Well-versed in Microsoft Office Suite, AMS360 or Applied TAM/EPIC.

Salary Context: The average salary for similar roles ranges from $75,000 to $95,000 , excluding bonuses or benefits. The offered base pay will be determined based on experience, skills, certifications, education, and in consideration of internal equity and market data.