Senior Account Executive – Commercial Lines Insurance

Role Overview

Key Responsibilities

• Build and maintain strong client relationships to ensure loyalty and satisfaction.
• Engage directly with clients for renewal confirmations and explain benefits.
• Arrange and lead client meetings virtually or in person to review portfolios and identify opportunities.
• Handle client escalations calmly and provide effective resolutions.
• Manage the end-to-end renewal process accurately and on time.
• Achieve and maintain high renewal retention through diligent follow-ups.
• Coordinate with internal teams to manage new business inquiries seamlessly.
• Prepare Specification Comparison Charts and other renewal documentation.
• Analyze claims history and provide informed recommendations for clients.
• Conduct compliance screenings and verify all compliance-related documents.
• Maintain accurate client records in CRM and document management systems.
• Ensure compliance with internal policies, insurance regulations, and audit standards.
• Draft professional client communication materials, reports, and presentations.
• Prepare monthly renewal and performance reports for management.
• Ensure timely collection of client payments and communicate obligations clearly.
• Exhibit high attention to detail and precision in documentation and reporting.
• Collaborate effectively with team members to align on goals and deliver outstanding service.
• Support junior executives through guidance and knowledge sharing.
• Leverage data and analytics for decision-making and client presentations.
• Uphold company values of integrity, diligence, and client-first service.
• Demonstrate excellent communication and interpersonal abilities.
• Manage multiple accounts and deadlines effectively.
• Proven record of achieving retention and service excellence.

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or related discipline.
• AIII certification (mandatory).
• 5+ years of experience in Commercial Lines – Underwriting & Client Retention.
• Strong proficiency in MS Office (Excel, Word, PowerPoint).
• Good knowledge of Commercial insurance policies.
• Strong interpersonal, organizational, and multitasking skills.
• Analytical mindset with attention to detail.