Otterstedt Insurance Agency · 2 months ago
Commercial Lines Account Executive
Otterstedt Insurance Agency is a leading provider of innovative insurance solutions, dedicated to delivering exceptional customer service. They are seeking a Commercial Lines Account Executive to manage client relationships, provide tailored insurance solutions, and ensure customer satisfaction.
ConsultingFinancial ServicesInsurance
Responsibilities
Manage a portfolio of clients, acting as their primary point of contact for insurance-related needs
Provide exceptional customer service and advice to clients on policy options, renewals, claims, and coverage adjustments
Review and assess client accounts to identify opportunities for coverage enhancements or cost savings
Develop strong relationships with clients, ensuring their satisfaction and retention
Coordinate with internal teams and insurance carriers to ensure smooth policy administration
Ensure compliance with industry regulations and internal policies
Support new business development and contribute to team goals
Qualification
Required
3+ years of experience in the insurance industry, preferably in a client-facing or account management role
Strong understanding of various types of insurance (e.g., auto, property, casualty, life, health)
Excellent communication and interpersonal skills
Strong problem-solving abilities and attention to detail
Ability to manage multiple accounts and tasks effectively
P&C license required
Proficient in Microsoft Office including Outlook, Teams, & Excel
Preferred
Knowledge of EPIC a plus
Benefits
Comprehensive benefits package, including health, dental, and retirement plans.
Career growth and development opportunities.
A supportive, collaborative, and inclusive work environment.
Company
Otterstedt Insurance Agency
Otterstedt Insurance Agency offers a wide range of insurance products and services to families, individuals and businesses.
Funding
Current Stage
Growth StageRecent News
2025-10-23
Company data provided by crunchbase