Commercial Lines Account Executive

Job Summary:

The Commercial Lines Account Executive is a service position requiring close interaction with clients, insurance carrier personnel and fellow employees (producers and other service personnel). The position requires the performance of the essential functions of the position as described below. Full-Time employment with Benefits.

Primary Responsibilities:

  • Receives completed new business applications from agents and forwards to insurance carriers or rate via carriers online portal.
  • Prepares proposals and completes applications in coordination with agent(s); submits applications to eligible and appropriate carriers.
  • Prepares summaries of insurance, schedules and proposals as needed for account review.
  • Re markets renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the agent(s).
  • Maintains and updates electronic files.
  • Informs clients about policy coverages, changes, exclusions and insurance coverage needs.
  • Processes clients' requests (binders, certificates, policies, endorsements and other related items).
  • Verifies new policies, renewal policies and endorsements received from carriers, verifying their accuracy; facilitating corrections when necessary.
  • Assists clients in submitting first reports of claims.

Knowledge, Skills and Abilities:

  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Property & Casualty Insurance License.
  • Full knowledge of insurance products and usages.
  • Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
  • Full knowledge of insurance markets and reference to markets.
  • Knowledge of insurance rating and underwriting procedures.
  • Ability to utilize computer programs and applications


  • Minimum 2-3 years of Commercial Insurance experience
  • Property & Casualty Insurance Licensed
  • Ability to commute daily to our Chagrin Falls Office

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