Commercial Lines Account Executive
This Role Is For Any of Element's 18 Offices
Job Description: Commercial Lines Account Executive
Element Risk's Core Values:
- Integrity: Commit to honesty, transparency, and doing what is right even when no one is watching. Integrity is the foundation of trust in every decision, relationship, and outcome.
- Ownership: Take full responsibility for results, embracing both success and failure. Show grit and Relentless Perseverance, and practice Proactive Stewardship by protecting relationships and resources entrusted to us.
- Excellence: Pursue the never-ending journey of Continuous Improvement. Enhance skills, processes, and services while being Growth Oriented and driving innovation.
- Humility: Bring expertise with self-assurance while staying open to learning and valuing the perspectives of others. Lead and collaborate without ego.
- Authenticity: Show up as our true self, speak honestly, and build trust through openness and respect.
Position Overview: The Account Executive (AE) is a strategic leader responsible for managing client relationships, driving new business, and leading internal teams. This role blends consultative sales, operational leadership, and growth strategy. The ideal candidate is a proactive communicator, a skilled negotiator, and a trusted advisor.
PRIMARY RESPONSIBILITIES AND DUTIES:
At all times, the Commercial Lines Account Executive shall:
- LMA - Leadership + Management = Accountability
- Lead: Set the vision, inspire action, and align teams with agency goals.
- Manage: Implement processes, monitor performance, and provide coaching.
- Hold Accountable: Ensure outcomes are delivered, issues are resolved, and a culture of ownership is maintained.
- Strategic Relationship & Advisory Lead
- Serve as the primary contact for key accounts.
- Deliver strategic risk management and insurance guidance.
- Lead renewal planning and carrier negotiations.
- Pod Captain & Deal-Maker
- Lead a cross-functional pod to ensure seamless client service.
- Drive the sales cycle from lead to close.
- Mentor team members and foster collaboration.
- Growth Catalyst
- Identify and pursue new business opportunities.
- Expand existing accounts through cross-sell and upsell strategies.
SECONDARY RESPONSIBILITIES AND DUTIES:
- Collaborate with Account Managers and Account Executives to provide feedback on customer and/or market conditions.
- Handle telephone calls and assist Account Managers and Account Executive as applicable with personal visits from customers pertaining to their individual risks and coverage requirements, claims, new business, remarkets and additional lines of coverage.
- Ensure that all requests for changes, endorsements, etc. are properly implemented and comport with the various company requirements.
- Other duties, as assigned.
KNOWLEDGE, SKILLS & ABILITIES:
- Strategic Thinking & Problem Solving
- Relationship Management & Emotional Intelligence
- Sales Acumen & Negotiation Skills
- Leadership & Team Collaboration
- Industry Knowledge & Technical Expertise
JOB REQUIREMENTS and QUALIFICATIONS:
- College degree or equivalent is desired.
- Proven experience in insurance sales or account management
- Strong understanding of commercial insurance products and markets
- Excellent communication and interpersonal skills
- Ability to lead teams and manage multiple priorities
- EOS experience preferred but not required
OTHER RELEVANT REMARKS:
This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.