Commercial Lines Account Executive/Assistant - Hybrid/Fully Remote

Job Description

Commercial Lines Account Executive/Assistant

Job Summary

Seeking two dedicated and experienced professionals to join a team as Commercial Lines Account Executive and Commercial Lines Assistant. These roles are integral to supporting the growth of a Commercial Lines book of business and ensuring exceptional service to the clients. The ideal candidates will thrive in a collaborative and employee-focused environment with a strong emphasis on longevity and professional development.

Compensation Package

• Salary Range: $60,000 - $80,000 (commensurate with experience)
• Benefits: Comprehensive individual-friendly benefits package with no family contribution required
• 401(k): Available after 90 days with a 4% company match

Responsibilities

Commercial Lines Account Executive (CLAE):

• Provide end-to-end servicing of small to mid-market commercial lines accounts, including Auto, BOPs, General Liability, Workers Compensation, and more.
• Manage accounts with premiums averaging $25,000 and up to $200,000.
• Handle quoting for new and renewal business.
• Engage in cross-selling and upselling opportunities to expand client portfolios.

Commercial Lines Assistant (CLA):

• Support Account Managers with backend tasks, including processing endorsements, issuing auto ID cards, binding policies, and assisting with special projects.
• Collaborate with 2-3 full-desk Account Managers to ensure seamless client service.
• Assist with administrative tasks to maintain efficient operations.

Qualifications/Requirements

Commercial Lines Account Executive (CLAE):

• Active Property & Casualty (P&C) license is required.
• Minimum of 3 years of experience in an agency setting (open to candidates with captive experience).
• Proficiency in Applied EPIC and EZ Lynx software is preferred.
• Strong knowledge of small to mid-market commercial lines accounts.

Commercial Lines Assistant (CLA):

• Property & Casualty (P&C) license is not required but must be obtained after hire.
• Prior experience in an agency setting is preferred but not required.
• Familiarity with Applied EPIC and EZ Lynx software is a plus.
• Strong organizational and administrative skills.

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