Commercial Lines Account Executive-Sales

Commercial Lines Account Executive-Sales

Job Location: Woodbury, NY Long Island 
Employment type: Full-time

Client is seeking an experienced Commercial Lines Account Executive with specialized expertise in service & sales for insurance accounts. This is a dynamic role that combines both account management and business development responsibilities, requiring a professional who can expertly service existing clients while identifying and pursuing growth opportunities within their book of business. The ideal candidate will bring a proven track record of managing complex accounts and delivering exceptional client service in a fast-paced commercial insurance environment.

Primary Responsibilities

Account Management & Service (50%)

• Manage and service a substantial book of commercial lines accounts, serving as the primary point of contact for all client insurance needs
• Conduct comprehensive policy reviews and coverage analyses to ensure clients maintain adequate protection, including general liability, workers compensation, builders risk, professional liability, and inland marine coverages
• Process policy changes, endorsements, and certificates of insurance with accuracy and efficiency, ensuring compliance with contract requirements and client specifications
• Coordinate renewal processes 60-90 days in advance, including marketing accounts to multiple carriers, analyzing proposals, preparing comprehensive renewal presentations, and negotiating optimal terms and pricing
• Handle complex certificate requests and subcontractor compliance requirements specific to construction projects
• Respond promptly to client inquiries regarding coverage questions, claims issues, and risk management concerns
• Maintain detailed account documentation and activity records in the agency management system
• Collaborate with carriers to resolve coverage issues, billing discrepancies, and policy service matters
• Conduct regular client meetings and account reviews to strengthen relationships and identify additional coverage needs

Sales & Business Development (50%)

• Handle full cycle of helping drive new business development, evaluating existing coverage and make recommendations, identify cross-selling opportunities as well.
• Support account retention and work with producers and clients to update accounts.
• This is a client facing role