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Commercial Lines Account Executive
Brown & Brown InsuranceCommercial Lines Account Executive responsible for managing commercial accounts and client relationships in the insurance sector. Leading marketing efforts and overseeing renewal processes for insurance products.
About the role
Key responsibilities & impact- Manage and service medium to large commercial accounts, typically generating over $10,000 in revenue
- Conduct client meetings and presentations as needed to maintain strong relationships and ensure satisfaction
- Lead marketing efforts for approximately 30% of the book of business, including negotiating and securing competitive quotes
- Act as a liaison between producers and clients by gathering exposure and operational updates, processing renewal applications, and coordinating necessary documentation
- Oversee the renewal process by obtaining quotes and claims history from carriers, either directly or through team collaboration
- Execute the Renewal/Marketing workflow independently or in partnership with the Marketing Team
- Collect and process signed documentation, including applications, supplemental forms, and non-admitted carrier requests
- Collaborating with producers to implement new business strategies and onboarding
- Respond to Requests for Proposals (RFPs) with timely and accurate submissions
- Prepare and finalize Insurance Coverage Reviews, ensuring delivery to clients with appropriate correspondence
- Manage a broad portfolio of commercial insurance products, providing expert guidance and support
- Research and respond promptly to client inquiries, delivering high-quality service and solutions
- Coordinate carrier services such as claim reviews, loss control visits, and premium allocations
- May serve as the sole producer for select accounts within the assigned portfolio
- Participate in all departmental service meetings to stay aligned with team goals and updates
- Perform additional duties or special projects as assigned
Requirements
What you’ll need- P&C Licensed
- Complete CIC or AAI Designation
- High school diploma or equivalent
- Associate or bachelor’s degree in a business or finance-related discipline preferred
- 8+ years of insurance experience preferred
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Professional office environment experience
Benefits
Comp & perks- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance experiencerenewal process managementclient relationship managementnegotiationRFP response preparationinsurance coverage reviewportfolio managementdocumentation processingbusiness strategy implementationclaims history analysis
Soft Skills
communicationcollaborationcustomer serviceconfidentialitypresentation skillsproblem-solvingorganizational skillsleadershipinterpersonal skillsattention to detail
Certifications
P&C LicenseCIC DesignationAAI Designationhigh school diplomaassociate degreebachelor's degree