Account Executive Lead, P&C Commercial Lines

Dayforce

Account Executive Lead handling client relations, new accounts, and departmental support. Focused on retention and business development for commercial lines in the insurance sector.

Posted 7/28/2026full-timeRemote • Missouri • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, account retention, and cross-selling strategies while ensuring compliance with insurance regulations. Proficient in claims assistance, proposal preparation, and mentoring team members to achieve performance goals.

Highest-signal resume keywords

Client Relationship ManagementCross Selling StrategiesInsurance LicenseClaims AssistanceMentoring and Coaching

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Account RetentionProposal PreparationCoverage AnalysisPremium NegotiationData Integrity Management

Soft Skills

CommunicationProblem SolvingTeam LeadershipMotivational Planning

Tools & Technologies

Agency Management System

Certifications & Qualifications

Valid Insurance LicenseContinuing Education Requirements

Industry Keywords

Client Coverage PortfolioDirect SellingCold CallingMarketing StrategiesAccounting Reconciliation

About the role

Key responsibilities & impact

Manages overall client relationship to maintain high account retention rate;
Solicits new accounts to conduct direct selling and cold calling;
Responsible for renewal process on existing business;
Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage;
Services accounts and provides claims assistance as needed;
Analyzes exposure base to identify program deficiencies and develop proper marketing strategies;
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations;
Binds coverage, prepares binders and delegates certificates;
Reviews coverage and determines appropriate level of coverage;
Meets with clients as needed or directed by producer;
Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;
Serves as technical expert, assisting department members to resolve complex issues;
Provides mentoring and coaching to departmental staff in concert with Unit Manager;
Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager;
Supplements Unit Managers oversight in compliance with Corporate procedural guidelines;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Ten (10) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Dayforce Website LinkedIn All Job Openings 5001 - 10000 employees 👥 HR Tech ☁️ SaaS 🏢 Enterprise 💰 $1G Post-IPO Debt - Dayforce on 2024-03 HR Tech
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Enterprise Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations. Account Executive Lead, P&C Commercial Lines Job not on LinkedIn 🔥 36 minutes ago 🚗 Michigan – Remote ⏰ Full Time 🟠 Senior 🧑‍💼 Account Executive Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Manages overall client relationship to maintain high account retention rate;
Solicits new accounts to conduct direct selling and cold calling;
Responsible for renewal process on existing business;
Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage;
Services accounts and provides claims assistance as needed;
Analyzes exposure base to identify program deficiencies and develop proper marketing strategies;
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations;
Binds coverage, prepares binders and delegates certificates;
Reviews coverage and determines appropriate level of coverage;
Meets with clients as needed or directed by producer;
Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;
Serves as technical expert, assisting department members to resolve complex issues;
Provides mentoring and coaching to departmental staff in concert with Unit Manager;
Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager;
Supplements Unit Managers oversight in compliance with Corporate procedural guidelines;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned. 🎯 Requirements
Bachelor’s degree or equivalent combination of education and experience
Ten (10) or more years related work experience
Valid insurance license
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