Senior Commercial Lines Account Executive

Shepherd Insurance; Seymour (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

Shepherd Insurance, a growing independent agency, seeks a Commercial Lines Account Executive to support Insurance Advisors in handling new and renewal commercial lines business. You will mentor teammates, guide underwriting discussions, and ensure accurate policy processing and billing delivery.

You will build carrier relationships, manage deadlines, and help grow the book of business while upholding agency procedures and delivering excellent client service.

Qualifications

• At least 10 years of experience in a similar role.
• Active state insurance license.
• High school diploma required; college degree preferred.
• Ability to manage a book of business of at least $7MM.
• Strong knowledge of commercial lines coverages and rating systems.
• Leadership experience preferred.
• Designations CIC or CPCU are a plus.
• Excellent organizational and communication skills.
• Proficient with Microsoft Office and agency software.

Responsibilities

• Provide prompt, accurate service to clients.
• Act independently or with Insurance Advisor to assess coverage needs and insured preferences.
• Independently market new and renewal business, coordinate renewal process with clients, evaluate premiums, prepare proposals and packets.
• Provide guidance and mentorship to team members and foster growth.
• Coordinate with Insurance Advisor to obtain policy information and maintain expiration logs.
• Accompany Insurance Advisors to client meetings when requested.
• Check policies for accuracy in rating and input transactions to generate billing.
• Receive calls regarding coverage, claims or administrative needs and refer when necessary.
• Build relationships with carrier partners and contribute to underwriting stories.
• Lead special projects and support department initiatives.

Skills

Leadership

Communication

Client relations

Microsoft Office

Education

High school diploma

License certification

Bachelor's degree preferred

Tools

Agency management system

CRM software

Job description

Shepherd Insurance, a growing independent agency, seeks a Commercial Lines Account Executive to support Insurance Advisors in handling new and renewal commercial lines business. You will mentor teammates, guide underwriting discussions, and ensure accurate policy processing and billing delivery.

You will build carrier relationships, manage deadlines, and help grow the book of business while upholding agency procedures and delivering excellent client service.