Billing, Bond Market, Business Support, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Digital Certificates, Documentation, Editing, Email Management/Administration, Finance, Financial Transactions, Insurance, Insurance Documentation, Insurance Sales, Maintain Compliance, Marketing, Organizational Skills, People Management, Regulatory Compliance, Sales Management, Service Delivery
Position: Commercial Lines Account Executive
Location: Central Oahu/Hybrid
Industry: Insurance
Salary: $60,000 - $75.000 annually, depending on experience
Local company seeking a detail-oriented and client-focused Commercial Lines Account Executive to join their team. This role is responsible for managing client accounts end-to-end, including new business, renewals, servicing, and day-to-day client support. The ideal candidate is proactive, organized, and thrives in a fast-paced environment while delivering exceptional service to clients.
Key Responsibilities
- Manage the full lifecycle of commercial insurance accounts, including new business, renewals, and ongoing servicing
- Support new business efforts by preparing submissions, obtaining quotes, and assisting producers as needed
- Handle renewals independently, including marketing, quoting, client communication, and policy placement
- Process policy changes, audits, cancellations, reinstatements, and rewrites
- Issue and manage Certificates of Insurance (COIs) and related documentation
- Respond to client inquiries regarding coverage, policy changes, and general service needs
- Meet with clients (in person, phone, or virtual) to review policies and provide guidance
- Manage invoicing, premium finance agreements, and related financial transactions
- Coordinate bonds, compliance requirements, and inspection follow-ups
- Assist with claims reporting by gathering necessary information and submitting to carriers
- Maintain accurate account documentation and regularly manage email and communication follow-up
- Provide occasional support for personal lines accounts as needed
Qualifications
- 3+ years of experience in commercial lines insurance required
- Active Property & Casualty license preferred but not required
- Experience with agency management systems preferred
- Strong knowledge of commercial insurance products and coverages
- Excellent communication and customer service skills
- Highly organized with strong attention to detail and the ability to manage multiple accounts
- Proactive, dependable, and able to work both independently and collaboratively
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Remedy Intelligent Staffing