Experienced Commercial Lines Account Executive

2 months ago


Tulsa, Oklahoma, United States APR Full time
Job Overview

Position Title: Senior Commercial Lines Account Manager | Hybrid

Location: Remote with occasional office visits

Salary Range: $65,000.00 to $100,000.00

This role is designed for a seasoned professional who will manage a dedicated portfolio of small to middle market commercial clients. The selected candidate will provide expert consultation on insurance coverage, address client concerns, and identify opportunities for cross-selling and upselling.

Key Responsibilities
  • Oversee a specific book of business, ensuring timely management of renewals, summaries, and issuance of necessary insurance documents.
  • Engage in consultative discussions with commercial clients, fostering strong relationships with both clients and carriers.
  • Procure renewal quotes from existing carriers, manage the renewal process, and handle cancellations and non-renewals as required.
  • Recognize and act on opportunities for cross-selling and upselling while supporting additional duties as needed.
Preferred Qualifications
  • A minimum of three years of experience in customer service or account management within the insurance sector.
  • Possession of a Property/Casualty License (all lines).
  • In-depth knowledge of insurance products and documentation.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Experience with Applied/EPIC or AMS360 is advantageous.
  • Ability to work independently as well as collaboratively within a team environment.
  • Willingness to pursue continuing education and hold relevant industry designations.
  • Capability to thrive in a fast-paced work environment.
Company Benefits
  • 401K plan
  • Educational support and career development opportunities
  • Flexible work arrangements, including hybrid schedules


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