Job Description
Job Description
Job Title : Commercial Lines Account Executive | Team Lead | Independent Retail Agency
Salary : $90,000 - $110,000 plus comprehensive health benefits
Location : West Richmond, VA
Job Summary :
Join our dynamic insurance team as a Commercial Lines Account Executive or Client Relationship Manager. In this pivotal role, you will serve as the primary contact for Producer-assigned accounts, managing a mid-market book of business and leading a dedicated service team to drive client satisfaction and business growth.
Key Responsibilities :
- Client Services : Manage client relationships and services independently with minimal oversight.
- Team Leadership : Direct a service team, ensuring high-quality management of a mid-market book of business.
- Client Engagement : Actively participate in client interviews and respond to RFPs to ensure strong engagement.
- Renewal Management : Analyze and present renewal options, advocate for renewal business, and promote additional coverage lines.
- Promotion : Utilize tailored Producer Service Proposals to promote agency services.
- Expert Analysis : Offer expert analysis and recommendations to enhance clients’ coverage plans.
- Carrier Selection : Strategically select carriers, negotiate terms, and manage premium setups.
- Client Support : Address client inquiries and resolve issues related to benefits and claims.
- Contract Management : Review and verify accuracy in client coverage contracts and amendments.
- Vendor Negotiation : Negotiate and manage contracts with third-party vendors.
- Team Oversight : Provide leadership and support to ensure team collaboration and high performance.
Qualifications :
Education : Bachelor’s degree or equivalent combination of education and experience.Experience : Minimum of 5-7 years in the insurance industry.Certifications : Professional designations such as CIC, CISR, CSRM, AAI preferred.Skills :
Excellent verbal and written communication skills.Strong analytical and problem-solving abilities.Effective time management and organizational skills.Team-oriented with a strong capacity for leadership.Proficient in Microsoft Office Suite and industry-related software (AMS360, EPIC).