Commercial Lines Account Executive
- $80,000 - $130,000
- Pittsford, NY
Flexible Commercial Lines Account Exec role
A bit about us:
We are a boutique insurance agency based in Pittsford, NY, that offers tailored solutions across commercial lines, personal insurance, and employee benefits. Their approach emphasizes transparency, proactive service, and data-driven risk management. With a strong focus on client retention and operational efficiency, they’re expanding their team and actively hiring to support growing demand. We have grown 45% year over year, and this growth has us needing to bring more high-level talent on!
Why join us?
We offer a competitive, collaborative environment with robust benefits including:
- 14 holiday
- 4 weeks PTO
- 100% medical, dental, vision, covered for employee
- Retirement with 6% match on day one for
Job Details
Overview:
We are seeking a highly motivated and experienced Commercial Lines Executive to lead and grow a diverse book of business. This role is ideal for a strategic thinker with a strong background in commercial insurance, client relationship management, and team collaboration.
Key Responsibilities:
Manage and grow a portfolio of commercial insurance accounts, ensuring high levels of client satisfaction and retention.
Serve as the primary point of contact for clients, providing expert guidance on coverage options, renewals, and risk management strategies.
Collaborate with internal teams to deliver timely and accurate proposals, endorsements, and policy changes.
Maintain strong carrier relationships to negotiate competitive terms and resolve complex underwriting issues.
Identify opportunities for cross-selling and upselling additional lines of coverage.
Stay current on industry trends, regulatory changes, and market conditions.
Qualifications:
5+ years of experience in commercial lines insurance, preferably in an account executive or client-facing role.
Active Property & Casualty license required.
Proven ability to manage mid-market to large commercial accounts across various industries.
Strong communication, negotiation, and organizational skills.
Proficiency with agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
Preferred Attributes:
Experience with complex risk placements and layered programs.
Background in real estate, construction, or other specialized commercial sectors.
Leadership experience or interest in mentoring junior team members.
We are seeking a highly motivated and experienced Commercial Lines Executive to lead and grow a diverse book of business. This role is ideal for a strategic thinker with a strong background in commercial insurance, client relationship management, and team collaboration.
Key Responsibilities:
Manage and grow a portfolio of commercial insurance accounts, ensuring high levels of client satisfaction and retention.
Serve as the primary point of contact for clients, providing expert guidance on coverage options, renewals, and risk management strategies.
Collaborate with internal teams to deliver timely and accurate proposals, endorsements, and policy changes.
Maintain strong carrier relationships to negotiate competitive terms and resolve complex underwriting issues.
Identify opportunities for cross-selling and upselling additional lines of coverage.
Stay current on industry trends, regulatory changes, and market conditions.
Qualifications:
5+ years of experience in commercial lines insurance, preferably in an account executive or client-facing role.
Active Property & Casualty license required.
Proven ability to manage mid-market to large commercial accounts across various industries.
Strong communication, negotiation, and organizational skills.
Proficiency with agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
Preferred Attributes:
Experience with complex risk placements and layered programs.
Background in real estate, construction, or other specialized commercial sectors.
Leadership experience or interest in mentoring junior team members.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.