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Commercial Lines Account Executive - Financial Institutions
Westwood, MA
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Harrison Gray Search has partnered with a stable insurance brokerage seeking a Commercial Lines Account Executive. This client has been around for almost 150 years, is owned by a Trust, and has the reputation of being one of the Best Places to Work in its respective territories.


Job Description


  

Who You Are:

You are a strong Commercial Lines Account Executive with a specialty in the Financial Institutions sector. You have excelled in sales and service in the Financial Institutions industry. You are interested in pursuing additional sales and service opportunities in the FI space and being a part of our growing national practice group. You have a minimum of 5 or more years of insurance experience and working knowledge and passion for the financial industry. 


Job Summary:

This individual is responsible for new business sales and retention of existing book of commercial lines accounts. It is critical for this individual to provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines. This person will also identify and follow through on cross-selling and referral business opportunities by supporting agency sales initiatives. 


Objectives are set for new business development, client service, account development, and renewal retention. This individual will prepare and implement a business plan and strategy to source new business by managing and fostering current client relationships with various centers of influence. He/she will also be responsible for searching for new relationships. Retention of existing accounts with the support from Account Managers is also crucial. In addition, this position will assist, educate, and develop other staff members in new client sales and existing client service agreements. Participation in client meetings and various conferences is required. 


This role works under little supervision and has the autonomy and discretion to successfully meet job duties.


A hybrid schedule is also a possibility for this position. 


What you bring to the table:

  • 5+ years of experience in Commercial Lines and New Business Sales
  • Producer License is Mandatory
  • Bachelor's degree in relative field preferred, or equivalent in work experience
  • Superior networking and closing skills
  • Strong presentation skills
  • Expertise in Commercial Lines coverage and terminology
  • Superior verbal and written communication skills
  • Ability to multitask and operate in an ever-changing environment is critical
  • Ability to work well in a team environment
  • Strong desire to succeed
  • CIC designation or related for insurance specialty preferred
  • Fluency in MS office products



Benefits:

Our client offers a competitive compensation package including base salary, annual bonus, 401 (k) match, and generous profit-sharing plan. They also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structures, and annual Leader's Trip.

 

  • Medical
  • Dental
  • Vision
  • HSA, FSA, and HRA plans
  • Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD
  • Pet Insurance
  • Accident and Critical Care, Legal, and Identity Theft services
  • Open-ended performance-driven vacation and sick policy
  • Beneficial Time Off
  • Relaxed dress code



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