Managing Account Executive, Commercial Account | Work from home Job at JL Connects, Lansdale, PA

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  • JL Connects
  • Lansdale, PA

Job Description

We are currently seeking a full time Commercial Lines Account Executive with experience to join the collaborative team of a local independent insurance agency in Montgomery County.

Responsibilities:

  • Serve as the primary point of contact for commercial clients, providing expert advice and personalized service.
  • Assist clients in selecting appropriate insurance coverages, including property, casualty, general liability, workers' compensation, and other lines of commercial insurance.
  • Proactively manage policy renewals, ensuring timely processing and identifying opportunities for coverage improvements or cost savings.
  • Conduct thorough risk assessments to help clients identify potential exposures and recommend appropriate coverage solutions.
  • Identify opportunities for cross-selling or upselling additional coverage and services to existing clients.
  • Work closely with underwriters, account managers, and other internal teams to deliver high-quality service and ensure smooth policy administration.
  • Stay informed on industry trends, coverage changes, and market conditions to provide informed guidance to clients.

Qualifications:

  • Minimum of 3-5 years of experience in commercial insurance, with a strong understanding of commercial lines products and services.
  • Must hold an active Property & Casualty Insurance License
  • Strong interpersonal and communication skills with a proven ability to build lasting client relationships.
  • Excellent organizational skills with the ability to manage multiple accounts and priorities simultaneously.
  • Proficiency in insurance software and MS Office Suite. Experience with agency management systems is a plus.

Preferred Qualifications:

  • Bachelor's degree in Business, Insurance, or related field.
  • Experience with complex commercial lines accounts, such as large property portfolios or specialized coverages.
  • Industry certifications (CPCU, CIC, CRM) are a plus.

Benefits: 401(k) w/matching, Flexible schedule, Health insurance, Paid time off, Work from home

Job Tags

Full time, Local area, Flexible hours,

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