Commercial Account Executive Boston - Criterion Executive Search

Our client, a rapidly growing and unique insurance organization and one of the fastest-growing insurance brokers in the U.S., is seeking a highly motivated and customer-focused Commercial Lines Account Executive to join their team. As the Commercial Lines Account Executive, you will be responsible for efficiently managing a high-volume book of insurance business, specifically focusing on handling middle-market generalist accounts.
 
Responsibilities

• Building positive relationships with clients to foster loyalty and advocacy.
• Providing excellent service and ensuring all client needs are met promptly and professionally.
• Handling renewals, service requests, claims, billing, and new policy inquiries efficiently.
• Maintaining a comprehensive understanding of the insurance markets, underwriting guidelines, submission procedures, and company products.
• Reviewing all applications, policies, endorsements, and audits for accuracy and compliance.
• Collaborating with the department manager to coordinate expiration lists and gather renewal business information.
   
  Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• Property & Casualty License required
• 3+ years’ experience working with commercial lines accounts
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred.
   
  The location for this position is Boston, MA area (Wakefield, MA specifically). For the right candidate, a hybrid schedule could also be considered. This role has a competitive salary and an attractive benefits package. As part of their team, you will have access to health insurance coverage to ensure your well-being, and they value work-life balance by offering a generous paid time off (PTO) policy. Our client provides a 401K matching program for retirement savings to support your long-term financial security.