Commercial Lines Account Executive jobs in United States
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Crane Agency · 1 week ago

Commercial Lines Account Executive

Crane Agency is a leading insurance organization seeking a Commercial Lines Account Executive who excels in a consultative role. This position involves building strong client relationships and providing tailored insurance and risk management solutions while maintaining and expanding commercial accounts.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management
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Comp. & Benefits

Responsibilities

Collaborate, communicate and work closely with producer(s) to meet the unit’s strategic business objectives
Build relationships with clients to understand their business needs and create insurance programs that protect their business and alleviate risk
Assist in designing insurance plans and other risk management solutions for clients
Consult with clients to make appropriate coverage and limit changes while keeping them informed of market and policy changes
Prepare new business and renewal submissions, including ACORD applications, risk narratives, photos, site diagrams and loss runs and submit them to carriers or Crane’s Marketing Department while ensuring accuracy and timely responses
Investigate insurance company non-renewals, manage the remarketing process and keep insured clients informed throughout the process
Prepare proposals for insured clients or prospects, including coverage summaries and recommendations to ensure understanding of the insurance program provided
Visit key clients and prospects in person
Document agency management system according to Crane’s workflows and procedures
Perform other duties as assigned
Maintain prompt and reliable attendance

Qualification

Commercial lines expertiseRisk management knowledgeActive Producer's licenseCIC certificationCRM certificationMicrosoft Office SuiteOrganizational skillsCommunication skillsProblem-solving abilitiesSelf-motivated

Required

Minimum of seven years of experience in the field
Extensive commercial lines product knowledge and risk management expertise
Active Producer's license required; (with CIC and CRM certifications preferred or a willingness to complete within the first five years)
High school diploma or equivalent
Proficiency in Microsoft Office Suite, including Outlook, Word and Excel
Excellent prioritization and organizational skills
Friendly, positive attitude with a genuine desire to assist others
Strong verbal and written communication skills with a professional telephone manner
Effective problem-solving abilities and adaptability in a fast-paced environment
Ability to work under pressure with attention to detail and time constraints
Self-motivated and able to work independently without supervision

Preferred

CIC and CRM certifications preferred or a willingness to complete within the first five years

Benefits

Health, vision, dental and life insurance effective the first month following the hire date
401(k) with up to 4% 401(k) matching
Paid time off, paid holidays and early leave on Fridays and holiday eves
Eligibility for annual profit sharing
Financial support for job-related education and certification

Company

Crane Agency

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Crane Agency is a full service national insurance brokerage firm.

Funding

Current Stage
Growth Stage

Leadership Team

R
Rick Werts
Chief Operating Officer
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Mike Brand
Retired
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Company data provided by crunchbase