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The Commercial Lines Account Executive leads and mentors Account Managers, services clients, manages workflows, and implements insurance programs while ensuring compliance and client satisfaction.

Manage and service commercial property & casualty accounts: design insurance programs, support producers with proposals and renewals, remarket policies, educate clients on coverage and audits, and maintain carrier relationships to ensure accurate, timely processing and client satisfaction.

Provide hands-on technical mentorship to new Employee Benefits producers, translating classroom training into real-world sales support. Coach on plan design, carrier strategy, compliance (ACA, ERISA, COBRA), RFPs, and proposals; join client calls; build training materials; track onboarding milestones and producer performance; and coordinate cross-functional resources to drive retention and early production.

Provide high-quality service and technical support for commercial insurance accounts; design insurance programs; prepare proposals and renewals; advise clients on coverage, audits, and regulations; support producers; manage workflows; maintain carrier relationships and resolve disputes.

Manage and service commercial insurance accounts, design insurance programs, prepare proposals, negotiate terms with carriers, support producers on coverage and audits, renew and remarket policies, and maintain accurate documentation and client communication.

Manage a book of fully insured and level-funded employee benefits accounts, serve as primary client contact, coordinate renewals and marketing, produce proposals, calculate premiums, run open enrollment presentations, ensure compliance, liaise with carriers, and support producers on new business.

Interpret benefit documents (SBCs, SPDs), complete Project Requirements Documents and benefit book templates, coordinate with Project Manager and Content Writer, ensure accuracy and consistency, maintain content library, manage multiple projects with quick turnarounds, and suggest process improvements.

The Commercial Lines Account Manager services commercial accounts by designing insurance programs, maintaining client relationships, negotiating with carriers, and managing workflows efficiently.

The Producer/External Sales is responsible for driving business growth, managing sales operations, and building partnerships with stakeholders.

The Commercial Lines Account Manager delivers exceptional service while managing commercial accounts, implementing insurance programs, negotiating with carriers, and collaborating with team members. They ensure compliance with regulations and maintain client relationships through effective communication and support.