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Position Title:          Commercial Lines Account Executive

Position Summary:  The Commercial Account Executive will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit commercial prospects, and implement creative solutions and revenue generating plans.

Job Responsibilities:

• Primarily generate Commercial Lines leads and sales for the company. 
   
• Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business.

• Contribute to brokerage revenue goals by promoting and selling insurance products and services

• Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence

• Assess client needs and provide advice on appropriate coverage levels and products.
   
• Respond to telephone calls and correspondence from existing or potential customers in a timely manner

• Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
   
• Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
   
• Respond to customer complaints and resolve matters in an exemplory manner.
   
• Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
   
• Leveraging our CSR platform for referral / lead purposes.
   
• Attend continuing industry training programs as well as obtain necessary designations.

Qualifications:

Education – Bachelor’s Degree or equivalent experience.

Required Job Skills

• Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.

• Proven track record of B2B selling and production.

• Strong customer service skills and communication skills (both verbal and written).

• Valid driver's license and reliable vehicle.

• 3+ Years Commercial Sales experience

Other – This description is not intended as a contract and is subject to unilateral change and revision by management.

Any written contractual agreements will supersede this job description.

All requirements may be modified to reasonably accommodate physically or mentally challenged employees.