Account Executive – Commercial Lines

Relation Insurance Services

Account Executive managing and developing commercial insurance strategies for clients at Relation Insurance. Building relationships and handling complex accounts for client retention and new business.

Posted 6/19/2026full-timePeachtree Corners • North Carolina, South Carolina • 🇺🇸 United StatesSeniorLead💰 $54,000 - $110,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)commercial lines coveragerisk managementloss controlMicrosoft ExcelMicrosoft PowerPointMicrosoft Wordinsurance ratings

Soft Skills

client advocacyrelationship managementcommunicationproject managementtime managementindependent workteam collaborationproblem-solvinganticipation of client needsprocess improvement

Tools & Technologies

online agency management systemscarrier siteselectronic filesproprietary AI solutions

Certifications & Qualifications

Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)

Industry Keywords

insurance industrycommercial linescoverage deficienciesrisk characteristicsstrategic insurance planspolicy coverageclaims facilitationaudit discrepanciesinsurance marketsunderwriting procedures

About the role

Key responsibilities & impact

Serves as a client advocate and primary point of contact for assigned accounts, addressing questions, guiding on coverage changes, and educating on exclusions and exposures.
Achieves new business sales goals and client retention goals as assigned.
Develops professional relationships and understands clients’ core business.
Manages client expectations, service commitments, and anticipates client needs.
Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
Identifies commercial lines coverage deficiencies and consults to ensure full coverage.
Analyzes accounts based on risk characteristics and exposure.
Handles complex accounts and designs strategic insurance plans.
Acts as field underwriter, binding coverage as appropriate.
Remarkets renewals to ensure high account retention.
Prepares proposals, loss evaluations, and risk analyses for accurate quotations.
Educates clients on policy coverage and changes.
Assists with claims, facilitating prompt carrier responses.
Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed.
Proactively communicates significant audit discrepancies to clients and determines further action.
Reviews cancellation requests, determining reasons and attempts to retain client accounts while maintaining the company’s financial integrity.
Maintains and updates electronic files.
Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.
Recommends process improvements as needed.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals with CPCU and/or Certified Insurance Counselor (CIC) Designations.
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.
Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
Must be computer literate with the 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.
Must have a valid driver’s license, the ability to travel to client sites and a 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
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
401K
employee assistance programs
paid time off
paid holidays