Crandall & Associates Insurance · 1 day ago
Commercial Lines Account Executive
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expCrandall & Associates Insurance is a well-established agency that values long-term relationships with its commercial clients. They are seeking an experienced Commercial Lines Account Executive who takes pride in supporting clients' commercial insurance needs with professionalism and attention to detail.
Commercial InsuranceEmployee BenefitsFinancial ServicesInsurance
Responsibilities
Manage client renewals by reviewing coverage, coordinating with carriers, and ensuring timely policy issuance
Prepare proposals, including clear coverage summaries, pricing comparisons, and client-ready presentations
Process certificates accurately and efficiently to meet client and contractual requirements
Maintain documentation by keeping client files, policies, and records organized and current
Handle client service requests by responding to inquiries and processing policy changes as needed
Rate and negotiate quotes with carriers to secure appropriate coverage and competitive pricing
Qualification
Required
High School Diploma (or Equivalent)
License: Property & Casualty (ANY state)
Minimum of 8 years of Account Executive experience in Commercial Lines with an independent insurance agency
Preferred
Bachelor's Degree
License: Property & Casualty (TX)
Certifications: ACSR, CIC and/or CLCS
Management System: Epic and Carrier Rating Systems
Computer Skills: Adobe, MS Outlook, MS Word, MS Teams
Benefits
Health
Dental
Vision
Paid Time Off (PTO)
Paid Holidays
401(k)
Health Savings Account
Life Insurance
Accidental Death & Dismemberment (AD&D)
Short Term Disability
Long-Term Disability
Great Team Culture
Friday Office Hours – 8am-2pm
Company
Crandall & Associates Insurance
Crandall & Associates Insurance specializes in commercial insurance and employee benefits programs.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase