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The Account Executive manages accounts, develops client relationships, oversees service delivery, and identifies cross-sell opportunities in Personal Lines insurance.

The Senior Commercial Lines Account Manager manages insurance accounts, provides client support, oversees transactions, and ensures account retention while developing new business opportunities.

Serve as primary client contact for commercial lines accounts: process renewals, endorsements, invoices, obtain carrier quotes, update agency management systems, prepare proposals/reports, and resolve service issues while following broker standards and maintaining client/carrier relationships.

Provide on-site, virtual, and field financial education for retirement plan sponsors and participants. Develop customized programs and content, deliver webinars, workshops and one-on-one meetings, manage client relationships and paperwork, support marketing and sales activities, track meeting activity and lead pipeline, and assist in converting participants to wealth management clients.

Service, maintain, and grow a book of Management Liability accounts (D&O, EPLI, Fiduciary, Crime). Provide subject-matter expertise to partner agents, manage carrier relationships, complete and review applications, obtain and compare quotes, present proposals, bind coverage, document transactions in the AMS, and pursue retention, upsell, and cross-sell opportunities while delivering high-quality client service.

Manage a complex commercial-lines insurance book: serve clients, handle renewals, obtain and review quotes, negotiate with underwriters, ensure accurate policy binding and records, delegate to associate account managers, and support producer presentations to retain and grow business.

Sell commercial insurance products, prospect and develop new clients, provide technical support and product education, prepare contracts and quotes, maintain client database, collaborate with team to meet sales targets, and attend ongoing industry education.

Develop and manage an exclusive territory book of short-term rental insurance business. Handle full sales cycle, educate clients on product gaps, coordinate with underwriting, grow renewals, and build referral pipelines through outreach to property managers and real estate professionals.

Manage and service employee benefits accounts for emerging market clients. Act as primary client contact, support renewals and implementations, coordinate with carriers, manage open enrollment, identify cross-sell opportunities, maintain broker systems and client documentation, and occasionally travel for client meetings (up to 25%).

The Account Manager is responsible for managing client accounts, ensuring satisfaction, and uncovering opportunities to increase business while interacting with producers and account executives.