Senior Insurance Account Executive – Commercial Lines

Plastridge Insurance; Delray Beach (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Plastridge Insurance seeks an Account Executive to support Producers in servicing clients across the full sales cycle, from initial contact through renewal. You will prepare proposals, gather underwriting information, and ensure accurate documentation in EPIC.

In this role you’ll manage client communications, assist with placements, and help maintain a strong book of business while upholding compliance and ethical standards.

Qualifications

• Active 2-20 Insurance license required.
• Minimum 5+ years in commercial lines or related roles.
• EPIC experience is a plus.

Responsibilities

• Support and oversight of proposals, spreadsheets, presentations, and policy deliveries.
• Attend client meetings and assist during the sales cycle including cold calls and renewals.
• Ensure accurate communication flow, client notes, and underwriting information.
• Maintain account documentation in the agency system and follow E&O guidelines.
• Represent the company and clients to meet insurance needs with integrity.

Skills

5+ years experience

Large Commercial Lines experience

Tools

EPIC

Job description

Plastridge Insurance seeks an Account Executive to support Producers in servicing clients across the full sales cycle, from initial contact through renewal. You will prepare proposals, gather underwriting information, and ensure accurate documentation in EPIC.

In this role you’ll manage client communications, assist with placements, and help maintain a strong book of business while upholding compliance and ethical standards.