Job Description

We are seeking a highly motivated, sales minded Account Executive for our Middle Market Commercial Unit.

Responsible for retention and service of an assigned book of Commercial Lines accounts. Manage client relationships on a day-to-day basis, acting as a trusted resource to clients. Ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.

This role directly contributes to key business outcomes including client retention and client satisfaction.

Salary: $70000.00 - $90000.00 per year

Annual Base Salary Based on Experience

Base Salary Based on Experience

Licensing Assistance

Flexible Hours/Flexible Schedule

Work from Home Flexible

Free Financial Advisory Service for Retirement Planning

Employee Assistance Program (EAP) for confidential help and referral services

Paid Time Off (PTO)

Work-Life Balance

Weekends Off

Holidays Off

Paid Holidays

401k Plan -

Safe Harbor 401K (3% of salary)

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands-On Training

Paid Volunteer Days

Professional Work Environment

Team Building Activities

Retirement Benefits

Paid Parking

Equipment Provided

Office Snacks and Coffee

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Supplemental Insurance

• Manage the day-to-day needs of an assigned book of commercial accounts, including policy changes, invoicing and coverage review.
• Maintain appropriate coverage for commercial clients; identify gaps and offer solutions.
• Provide prompt, accurate feedback to client inquiries.
• Understand clients operations and provide coverage advice and solutions for changing needs.
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date.
• Remarketing as needed, including online rating and/or completing and submitting applications.
• Build strong, positive working relationships with clients, carriers, and members of the IMA team.
• Contribute to the Agencys growth through account rounding, cross selling and upselling within the existing book of business.
• Follow established workflows and maintain accurate records.

• Minimum 3 years commercial insurance experience
• Property & Casualty license required
• Possession of, or in pursuit of, professional insurance designations a plus
• Demonstrated knowledge of commercial underwriting and coverage
• Knowledge of carrier rating systems
• Excellent communication skills, both written and oral
• Well organized, detail-oriented, and a team player
• Must be able to work independently and prioritize workflow to ensure completion of all tasks
• Excellent analytical, problem solving and conflict resolution skills
• Ability to work in and contribute to culture of teamwork and cooperation
• Creativity valued as a key attribute
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
• Experience in working with AMS360 a plus