Senior Commercial Lines Account Executive

Summit Bridge Partners; Worcester (MA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package (health, dental, vision)

401(k)

Generous paid time off

Career development opportunities

Hybrid work model

Job summary

A leading commercial insurance agency in Massachusetts is seeking a Senior Account Executive to join their commercial lines team. This hybrid role focuses on providing exceptional service to commercial clients, managing policy lifecycles, and fostering long-term relationships. The agency, recognized for its commitment to employee growth and work-life balance, offers a stable and supportive environment for career development and a comprehensive benefits package. Ideal candidates will have significant experience in account management and strong interpersonal skills.

Qualifications

• 7+ years of experience in Commercial Lines account management within an independent agency.
• Active Massachusetts Property & Casualty license is required.
• Strong customer service and communication skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Proficiency in Microsoft Office.
• Self-motivated and team-oriented, able to work across all levels.

Responsibilities

• Advise and consult commercial clients on coverage options and risk reduction strategies.
• Manage the full policy lifecycle including endorsements and renewals.
• Maintain strong relationships with clients and insurance carrier partners.
• Accurately input and maintain client and policy data within agency systems.
• Monitor policies to ensure accuracy, compliance, and timely service.
• Support the organization’s mission, values, and strategic initiatives.

Skills

Customer service

Communication

Relationship-building

Detail-oriented

Organizational skills

Problem-solving

Proficiency in Microsoft Office

Self-motivated

Team-oriented

Education

Active Massachusetts Property & Casualty license

7+ years of experience in Commercial Lines account management

Job description

Overview

Join a Five-Star Commercial Insurance Agency with a Legacy of Excellence

Our client is an established, award-winning independent insurance agency, seeking an experienced Senior Account Executive to join their commercial lines team. This hybrid role offers the opportunity to work closely with commercial clients, providing proactive guidance, trusted advice, and high-level service.

Voted one of the Best Agencies to Work For by Insurance Journal, they are known for their strong culture, long employee tenure, and commitment to professional growth and work-life balance.

What Sets This Agency Apart

• Five-Star Accredited & Award-Winning: Consistently recognized as a top employer in the insurance industry

• Established & Independent: Serving clients since 1900 with no plans to sell

• Client-Focused Culture: Emphasis on proactive service, collaboration, and long-term relationships

• Hybrid Work Model: Balanced flexibility between in-office and remote work

• Career Development: Continuing education opportunities subsidized by the agency

• Comprehensive Benefits: Health, dental, vision, 401(k), and generous paid time off

Key Responsibilities

• Advise and consult commercial clients on coverage options and risk reduction strategies

• Manage the full policy lifecycle, including endorsements, renewals, and coverage inquiries

• Maintain strong relationships with clients and insurance carrier partners

• Accurately input and maintain client and policy data within agency systems

• Monitor policies to ensure accuracy, compliance, and timely service

• Support the organization’s mission, values, and strategic initiatives

Qualifications

• Minimum of 7 years of Commercial Lines account management experience within an independent agency

• Active Massachusetts Property & Casualty license

• Strong customer service, communication, and relationship-building skills

• Detail-oriented with strong organizational and problem-solving abilities

• Proficiency in Microsoft Office

• Self-motivated

• Team-oriented, and able to work effectively across all levels of the organization

This is a strong opportunity for a seasoned commercial lines professional seeking stability, culture, and long-term career growth within a respected independent agency.