SMB Account Executive at Homebot driving new business growth for mortgage and real estate clients. Delivering strong sales results through calls, meetings, and demos.
PL
Hybrid Commercial Lines Account Executive
Posted last month
About the role
- Commercial Lines Account Executive driving business development and strengthening client relationships for a leading insurance firm. Collaborating with clients to provide tailored risk management solutions in a hybrid work environment.
Responsibilities
- Identify, qualify, and pursue new business opportunities through targeted outreach and networking.
- Build and maintain strong client relationships, serving as their trusted advisor on commercial insurance needs.
- Assess client operations and exposures to recommend tailored coverage strategies.
- Collaborate with underwriters and carriers to place new and renewal policies that align with client objectives.
- Identify and pursue cross-line opportunities to deepen account value and service.
- Present quotes, negotiate terms, and close deals while meeting or exceeding performance targets.
- Evaluate client agreements for insurance implications and recommend risk-mitigation strategies.
- Ensure a high level of service and retention through ongoing account monitoring and client support.
- Assist clients with claim reporting and follow-up to ensure timely and fair resolutions.
- Stay attuned to industry trends, carrier appetite shifts, and competitor movements.
Requirements
- Active Massachusetts Property & Casualty Insurance License required.
- 5+ years in a commercial insurance sales or account executive role, preferably in an agency setting.
- Associate or Bachelors degree in Business, Marketing, Risk Management, or related field preferred.
- Professional designations such as CIC, ARM, or CRM a plus.
- Strong understanding of commercial lines products, coverage structures, and underwriting principles.
- Proficient in EPIC, CRM platforms, and Microsoft Office Suite.
- Excellent verbal and written communication skills, with the ability to influence and educate clients.
- Proven ability to deliver high-touch, empathetic service that builds trust and loyalty.
- Highly organized and detail-oriented, able to manage a dynamic workload and prioritize effectively.
- Team-oriented with a track record of partnering cross-functionally to achieve goals.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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