Commercial Lines Account Executive - Nassau County

Garden City, NY | Direct Hire

Post Date: 08/03/2015 Job ID: 10889 Industry: Brokerage - Account Executive




Primary Functions
  • Provide professional insurance counseling and service
  • Responsible for growth of designated book of business
  • Mentors the team
  • Maintain a positive & professional image


Major Responsibilities
  • Market new business, negotiate coverages & premiums, prepare and present professional proposals to clients and maintain underwriting and marketing information by carrier.
  • Develop & implement creative marketing programs to assist in achieving your production goals to grow your book of business & contributing to the department growth and always keeping our Value Proposition Statement as our underlying theme
  • Round out existing accounts with additional lines of business; upgrade existing coverages and advises clients of their gaps in coverage with every client contact.
  • Promotes collaboration between our Commercial Lines, Life & Health & Social Media Departments to cross sell products
  • Review new policies for accuracy & delegate processing to the Associate Account Executives
  • Handle correspondences from clients, prospects and companies regarding insurance, claims or administrative problems, and comply with the request and/or refer to the producer only when necessary. 
  • Review all mail items and assign any processing issues to the Associate Account Executive
  • Take initiative to develop & train the Associate Account Executives. Areas of concentration: new business quoting, marketing to companies, consultative sale strategies, account rounding and cross selling.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic files in an organized, up-to-date & accurate manner.
  • Perform special marketing projects at management’ s request.
  • Assist clients in reporting and settling claims
  • Expect to attend client  visits as necessary to provide a high level of customer service
  • Encourage professional development: mentoring the team to develop strategies for account rounding, cross selling and time management.  This mentoring requires skills building, positive communication and collaboration of the team


* These responsibilities should facilitate the Primary Functions and are NOT limited to the list above.


  • Must be an independent thinker with good communication skills both verbal and written.  Must have a communication style that is professional, positive, supportive, constructive and open, especially when giving and receiving constructive evaluation, or making suggestions to the team
  • College education with a minimum of 7 years insurance experience or a minimum of 10 years insurance experience
  • Must have a thorough understanding of Commercial Lines underwriting and coverages to include all types of situations from small to large accounts.
  • Must have experience in training & managing co-workers or leading projects
  • NYS Insurance Broker’ s License is required
  • Must be competent and comfortable working in a paperless office environment: being proficient in Outlook, Excel, Word and TAM/EPIC
  • Must have ability to facilitate and promote teamwork & team spirit

The account executive is expected to attend various insurance and automation related education classes given by industry trade associations at the discretion of the C\L’ s Manager.  The cost of these classes is covered by the employer.  They are typically given at local venues during normal business hours.


Contact Alison Sullivan



Not ready to apply?

Send an email reminder to:

Share This Job:

Related Jobs: