Career Search

Commercial Lines Account Executives

System Search is seeking an Account Executive with direct experience with Commercial Lines Insurance Accounts for a remote or hybrid position. The primary focus of the Account Executive will be to serve as the primary business contact, responsible for client satisfaction while consistently providing excellent customer service, as well as representing client needs and goals within the organization to ensure quality.
Position Summary:


    • Serves as client advocate and a primary point of contact for assigned accounts
    • Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business
    • Analyses commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control
    • Works with larger and complex accounts and assists clients with the strategic design of insurance plans
    • Strategically remarkets renewals to ensure a high level of account retention
    • Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing
    • Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate). Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims
    • Reviews audits of policies and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed. Proactively communicates with client any significant audit differences and determines the need for further action
    • Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity

    Qualifications & Experience:


      • A Property and Casualty License from state of domicile is required and must be maintained
      • College degree preferred
      • Extensive experience in the insurance industry with a focus on Commercial lines of coverage required
      • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
      • Self-managed and responsible for project and time management
      • Must value operating in a collaborative work environment
      • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
      • In-depth understanding of all aspects of commercial lines of coverage
      • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation

      Other Job Titles considered include Account Manager, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist