COVU

Commercial Lines Account Executive – AE

COVU

full-time

Posted on:

Location Type: Remote

Location: Remote • California, New York, Texas • 🇺🇸 United States

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Salary

💰 $80,000 - $100,000 per year

Job Level

Mid-LevelSenior

About the role

  • Serve as the primary contact for clients, agency owners, and producers.
  • Advise clients on coverage, endorsements, and risk strategies — ensuring policy accuracy and compliance.
  • Own overall book performance, ensuring 95%+ renewal and positive client feedback.
  • Lead the Account Manager and CSR within each book, ensuring priorities and deadlines are clear.
  • Be responsible for all retention and service metrics — if a client leaves, the AE is accountable for the “why.”
  • Direct the sequence of work — delegate tasks appropriately to CSRs and AMs based on urgency and complexity.
  • Partner with sales, carrier partners, and regional leads to resolve client issues or negotiate favorable outcomes.
  • Identify service gaps, monitor quality of output, and mentor AMs and CSRs toward consistency and precision.

Requirements

  • 6–8+ years of commercial insurance experience with direct client-relationship ownership.
  • Proven success in leading small servicing teams (onshore/offshore).
  • Advanced understanding of commercial lines coverages, endorsements, and compliance.
  • Strong familiarity with AMS systems and carrier portals.
  • Excellent negotiation, leadership, and communication skills.
  • Able to balance client management with high operational rigor.
  • Experience servicing multi-state commercial accounts (NY, CA, TX priority).
Benefits
  • Team Performance Bonus

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
commercial insurance experienceclient-relationship ownershipleading servicing teamsunderstanding of commercial lines coveragesendorsementscomplianceservicing multi-state commercial accounts
Soft skills
negotiationleadershipcommunicationclient managementoperational rigor
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