Commercial Lines Client Executive: Growth & Risk Advisory

Jonus Group; Lock Haven (Clinton County); On-site; USD 50,000 - 70,000; Full time

Job summary

Jonus Group is seeking a highly capable Client Executive - Commercial Lines to manage a portfolio of commercial clients, deliver risk advisory services, and drive growth through proactive sales and exceptional service.

Ideal candidates will hold an active Property & Casualty license, demonstrate strong knowledge of commercial insurance and risk management, and possess consultative selling skills to balance client retention with new business opportunities.

Qualifications

• Active Property & Casualty Insurance License is required.
• Strong knowledge of commercial insurance and risk management practices.
• Proven sales, prospecting, and relationship-building skills.
• Excellent communication, negotiation, and presentation abilities.
• Ability to independently manage a book of business and sales pipeline.
• Proficiency with agency management systems, CRM platforms, and carrier portals.
• Strong organizational and time management skills.
• Commitment to professional development and staying current with industry trends and regulations.

Responsibilities

• Manage a portfolio of commercial clients by cultivating strong relationships, proactively identifying insurance needs, resolving service issues, and delivering exceptional client experiences to support retention and growth.
• Drive business growth by identifying and qualifying prospects through referrals, networking, and existing client relationships to generate new business opportunities.
• Conduct risk assessments and provide consultative recommendations regarding insurance coverage, policy structure, and risk management strategies.
• Coordinate all aspects of the policy lifecycle, including submissions, renewals, endorsements, cancellations, and coverage modifications, ensuring compliance with agency and carrier requirements.
• Maintain accurate and current client records, policy documentation, activity notes, and sales pipeline information within agency management systems and proprietary software platforms.
• Achieve established performance goals and key performance indicators (KPIs), including new business production, retention, cross-selling, and overall book growth.
• Develop and maintain strong relationships with carriers and underwriters, advocating for favorable coverage terms, conditions, and pricing.
• Collaborate with internal service teams, marketing personnel, carrier partners, and agency leadership to deliver comprehensive solutions and ensure a seamless client experience.
• Provide feedback on process improvements, service enhancements, market opportunities, and product development initiatives.
• Mentor and support Client Specialists and Client Managers as needed to strengthen team performance.
• Participate in continuing education and professional development activities to maintain expertise in commercial insurance products, industry trends, and regulatory requirements.

Skills

Sales

Relationship-building

Communication

Negotiation

Time management

Tools

CRM systems

Agency management systems

Carrier portals

Job description

Jonus Group is seeking a highly capable Client Executive - Commercial Lines to manage a portfolio of commercial clients, deliver risk advisory services, and drive growth through proactive sales and exceptional service.

Ideal candidates will hold an active Property & Casualty license, demonstrate strong knowledge of commercial insurance and risk management, and possess consultative selling skills to balance client retention with new business opportunities.