Strategic Commercial Lines Advisor

Patriot Growth Insurance Services, LLC; Cheshire, Northern (CT, KY); Ibrido; USD 60.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical plans with preventive care

Virtual medical and mental healthcare

Disability coverage (short-term & long

Parental leave

Personalized PTO and separate sick-lea

401(k) company match

Employee Assistance Program

Descrizione del lavoro

Patriot Growth Insurance Services in Cheshire, CT, is seeking a Commercial Lines Account Executive to deliver tailored insurance solutions to commercial clients. You will manage new and renewal business, build trusted client relationships, and collaborate with producers, underwriters, and carriers to ensure service excellence.

You’ll analyze exposures, recommend coverages, quote opportunities, and identify cross-selling options while contributing to growth and retention within a dynamic, hybrid

Competenze

• Property and Casualty Insurance License is required.
• 1–3 years of experience in sales, account management, customer service or related client-facing role.
• Knowledge of commercial insurance products, coverages, underwriting principles, and policy administration.
• Strong written and verbal communication skills.
• Experience using business technology and client management systems, including Microsoft Office.
• Ability to manage multiple priorities with accuracy and attention to detail.

Mansioni

• Build and strengthen relationships with commercial clients through responsive service and guidance.
• Manage new and renewal business by evaluating exposures and placing policies.
• Quote, market, and write new business opportunities from referrals and inquiries.
• Review renewal/expiration reports to develop retention strategies.
• Identify cross-selling and upselling opportunities to expand coverage portfolios.
• Collaborate with producers, underwriters, carriers, and leadership to ensure seamless service.

Conoscenze

Communication skills

Time management

Organization

Relationship building

Formazione

High School Diploma / GED / AS in Business Admin, Finance, Risk Management

Bachelor's Degree in Business Admin / Finance / Risk Management

Strumenti

MS Office

EPIC Agency Management System

Descrizione del lavoro

Patriot Growth Insurance Services in Cheshire, CT, is seeking a Commercial Lines Account Executive to deliver tailored insurance solutions to commercial clients. You will manage new and renewal business, build trusted client relationships, and collaborate with producers, underwriters, and carriers to ensure service excellence.

You’ll analyze exposures, recommend coverages, quote opportunities, and identify cross-selling options while contributing to growth and retention within a dynamic, hybrid