Account Executive – Commercial Lines

Relation Insurance Services

. Manage and develop the overall strategy for insured accounts and non-insurance risk transfer techniques, including insurance policy placement .

Posted 10/9/2026full-timeUnited StatesSeniorLead💰 $85,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex commercial insurance accounts, developing strategic insurance plans, and providing exceptional client service. Proficient in risk management, loss control, and maintaining strong client relationships to achieve sales and retention goals.

Highest-signal resume keywords

Property And Casualty LicenseCommercial Lines Of CoverageRisk ManagementClient Relationship ManagementMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Policy PlacementRisk AnalysisLoss EvaluationsPolicy ReviewsUnderwriting ProceduresCoverage Deficiencies IdentificationClaims AssistanceProposal PreparationAudit Discrepancy CommunicationAccount Retention Strategies

Soft Skills

Interpersonal SkillsCommunication SkillsTeam CollaborationProject ManagementSelf-Management

Tools & Technologies

Online Agency Management SystemsCarrier SitesProprietary AI Solutions

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Insurance IndustryCommercial InsuranceRisk Transfer TechniquesClient AdvocacyInsurance MarketsInsurance ProductsInsurance RatingsLoss Control

About the role

Key responsibilities & impact

Manage and develop the overall strategy for insured accounts and non-insurance risk transfer techniques, including insurance policy placement
Provide accurate and responsive management for complex accounts
Provide guidance and mentorship in a team environment
Build and maintain client relationships to encourage new and repeat business
Serve as client advocate and primary point of contact for assigned accounts
Address questions, guide coverage changes, and educate clients on exclusions and exposures
Achieve assigned new business sales and client retention goals
Develop professional relationships and understand clients’ core businesses
Manage client expectations and service commitments while anticipating client needs
Identify coverage deficiencies and consult with clients to limit exposures
Analyze accounts based on risk characteristics and exposure
Handle complex accounts and design strategic insurance plans
Act as field underwriter and bind coverage as appropriate
Remarket renewals to support account retention
Prepare proposals, loss evaluations, and risk analyses for accurate quotations
Educate clients on policy coverage and changes
Assist with claims and facilitate prompt carrier responses
Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections
Communicate significant audit discrepancies and determine further action
Review cancellation requests and attempt to retain client accounts while maintaining financial integrity
Maintain and update electronic files
Stay informed about industry developments, products, legislation, coverage options, and technology
Recommend process improvements
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
High School Diploma or equivalent
Four-year degree preferred
Minimum 7 years’ experience in the insurance industry with a focus on Commercial lines of coverage required
In-depth understanding of all aspects of commercial lines of coverage
In-depth knowledge and understanding of risk management and loss control
Outstanding interpersonal and communications skills
Advanced skills in Microsoft Office, primarily Excel, PowerPoint and Word
Computer literacy and ability to learn new software applications, such as online agency management systems and carrier sites
In-depth knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable source of transportation
Self-managed and responsible for project and time management
Ability to work independently and as part of a team

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance