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Commercial Insurance Account Executive

Ventura, California
$75,000 to $110,000
Job Type
7 Sep 2022
Commercial Insurance Account Executive


Established agency seeking to hire a Commercial Insurance Account Executive.

Job Duties:

Full Knowledge of insurance products and usages
Ability to advise and consult with clients re: their insurance coverages
Manage workflow of assigned book of business and delegate workflow
Maintain accounts in accordance with organizational guidelines
Service and monitor account activity.
Call existing insured to compliment or "round out" personal accounts.
Work strategically with sales staff to optimize relationships and protect client's business.
Perform special projects as directed by the VP, Commercial Lines.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests and invoicing.
Complete and prepare certificates, proposals, policy summaries and reviews.
Develop and maintain excellent relationships with our partners, carriers and vendors.
Responsible for marketing process & quoting new and renewal business


5+ Years working with middle market accounts in agency environment
Ability to meet/w clients and discuss insurance mitigation strategies
Must be organized
Ability to delegate workflow
Ability to multi task
Strong math & technical skills
Experienced w/TAM or equivalent agency management system

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  • Job Reference: 706005366-2
  • Date Posted: 7 September 2022
  • Recruiter: jonus group
  • Location: Ventura, California
  • Salary: $75,000 to $110,000
  • Sector: Accounting
  • Job Type: Permanent