Commercial Lines Account Executive – Program Administration

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversees and manages a designated portfolio of commercial insurance accounts.

• Delivers timely, precise, and professional service to clients, producers, carriers, and internal stakeholders.

• Aids producers with account servicing tasks, renewals, proposals, and coverage inquiries.

• Prepares proposals, applications, insurance summaries, and related documentation for clients.

• Collaborates with clients and carriers on renewals, remarketing efforts, policy modifications, and service requests.

• Ensures accurate electronic documentation and maintains comprehensive account records.

• Facilitates prompt follow-up and resolution of outstanding service and renewal tasks.

• Assists in educating clients about coverage options, audit processes, exclusions, and potential risks as necessary.

• Elevates complex technical coverage inquiries and significant account strategy issues to the Program Director.

• Provides daily support and direction to Account Managers and Customer Service Managers (CSMs).

• Aids in coordinating workflow priorities and overseeing service timelines across the team.

• Promotes compliance with agency service standards, workflows, and Standard Operating Procedures (SOPs).

• Helps maintain accountability for prompt follow-up, documentation, and client service expectations.

• Monitors workflow activities and service timelines within agency systems to ensure SLA compliance.

• Acts as a resource for resolving operational and service-related challenges.

• Assists with onboarding, training support, and ensuring workflow consistency for team members.

• Engages in candidate interviews and provides feedback on hiring decisions to leadership.

• Conducts regular file reviews and workflow audits to uphold quality control and compliance standards.

• Manages PTO coverage planning and workload distribution to ensure seamless service continuity.

• Analyzes operational reporting and workflow activities to identify trends and opportunities for improvement.

• Collaborates with leadership on initiatives for process enhancement and service improvements.

• Fosters a positive, collaborative, and team-oriented service environment.

• Works closely with the Director of Service Delivery & Compliance to promote operational consistency, service standards, and compliance objectives.

⛳️ Requirements

• Minimum of 8 years of experience in Commercial Property & Casualty Insurance is required.

• Experience in leadership, workflow coordination, or operational support is preferred.

• An active General Lines or Property & Casualty license is required.

• Experience with Applied Epic is preferred; familiarity with comparable Agency Management Systems (AMS) is acceptable.

• Proficient in Microsoft Excel, Outlook, Word, and other relevant business applications.

• Ability to lift up to 25 pounds.

• Frequent use of vision to read documents and computer displays.

• Regular use of hearing and speech to communicate via telephone and in person.

• Repetitive hand movements, including typing, writing, and data entry.

• Capable of walking, bending, sitting, reaching, and stretching in all directions.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Prescription drug coverage.

• 401K.

• Equity incentive plan.

• Various supplemental benefits addressing physical, emotional, and financial wellbeing.

• Employee Wellness Program.

• Company-paid holidays.

• Paid Time Off (PTO).