JAT Commercial Lines Account Executive

GPAC - Whittier, CA

Full-time - Mid Level

Remote - Whittier, CA

Administrative and Support Services

About the position

The Commercial Account Executive plays a crucial role in providing Risk Management Consulting and Account Management services to assigned commercial lines accounts. This position is primarily remote, allowing for flexibility while maintaining a strong focus on client relationships and service delivery. The ideal candidate will have a deep understanding of commercial insurance, particularly in managing large premium volumes and complex accounts. The role requires a proactive approach to identifying service problems and program trends, developing solutions that align with customer expectations, and implementing service plans tailored for major accounts. In this position, the Commercial Account Executive is responsible for achieving a 95% retention goal on all assigned accounts. This involves a customer service focus that prioritizes understanding and exceeding client expectations. The role includes providing risk management services, which encompass contract review and analysis, as well as suggesting necessary policy changes or updates. Establishing and maintaining effective relationships with client executives, insurance company brokers, carriers, and consultants is essential for success in this role. The Commercial Account Executive will also participate in presentations for new business opportunities and renewal meetings with existing clients. Mentorship is a key component of this position, as the executive will serve as a role model for Account Managers and Account Administrators within the Commercial Lines department. Additionally, the role involves negotiating renewal pricing, achieving renewal goals, proposing additional coverages, resolving account performance issues, and managing audits. Continuous professional development is expected, including maintaining an active insurance P&C license and pursuing relevant insurance designations.

Responsibilities

• Identify service problems and program trends, and develop and deliver solutions to the customer within the customer's established time frame.
• Develop and implement service plans for major accounts.
• Meet a 95% retention goal on all assigned accounts.
• Provide risk management to clients, including contract review and analysis; suggest policy changes or updates as necessary.
• Establish and maintain effective relationships with client Owner/executive contacts and with insurance company Brokers, Insurance Carriers, and consultants.
• Attend and assist with presentations for new business with potential clients, and renewal meetings with existing clients.
• Establish and maintain a role model/mentoring relationship with Account Managers and Account Administrators in the Commercial Lines department.
• Perform as liaison between assigned clients, carriers, brokers, consultants, and other representatives.
• Negotiate and deliver renewal pricing; responsible for achieving renewal goals on assigned accounts.
• Propose and sell additional coverages and services offered by the company.
• Resolve any account performance issues and develop meaningful action plans to improve performance.
• Manage and coordinate audits.
• Maintain a current, active insurance P&C license at all times.

Requirements

• Must possess a valid Property and Casualty License.
• Minimum 7 years in Commercial insurance.
• Previous experience handling large premium volume and complex accounts.
• Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (TAM, AMS 360, or EPIC).
• Able to work independently with minimal supervision.
• Excellent written and verbal communication skills.
• Outstanding consulting, sales, and negotiating skills.
• Strong customer service and team skills; must interact effectively with clients, co-workers, and management.
• Strong attention to detail.
• Solid organizational skills and ability to work efficiently under strict time constraints.
• Proven ability to analyze and solve problems.

Nice-to-haves

• Insurance designations such as CISR, CIC, CPCU, ARM, or CRM strongly desired.