Commercial Lines Account Executive
Strategic Insurance Partners SIP · Nutley, New Jersey, United States
FULL TIMEpermanent
Job Description
About Us
Ensure you read the information regarding this opportunity thoroughly before making an application.
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Account Executive
Position Summary:
The Commercial Lines Account Executive is responsible for driving the retention and growth of an assigned book of business while actively pursuing new commercial opportunities. This role serves as a trusted advisor to clients, delivering tailored insurance and risk management solutions, strengthening long-term relationships, and enhancing the agency’s brand presence. As a key contributor to agency success, the Account Executive leads retention initiatives, identifies cross-selling opportunities, and supports new business development, all while maintaining a high standard of service, professionalism, and technical expertise.
Key Responsibilities:
Client Relationship Management and RetentionManage a designated book of business with a target retention rate of 98–100%Build and maintain strong, long-term client relationships to ensure account stability and satisfactionCollaborate with Account Managers to address service needs in a timely, accurate, and professional mannerConduct regular coverage reviews, identify gaps, and recommend appropriate risk management solutionsDrive client engagement through proactive communication, scheduled meetings, and consistent follow-up
Technical Expertise and Operational Excellence Serve as a subject matter expert on coverage, underwriting guidelines, and carrier productsProvide technical guidance and support to team members on complex accountsEnsure accurate and complete documentation within the agency management systemPrepare applications, policy changes, and required documentation in alignment with agency standardsFollow established workflows and best practices for placing and servicing business
Sales & Business DevelopmentIdentify and pursue new commercial business through networking, referrals, outreach, and community involvementConduct comprehensive needs assessments to evaluate client exposures and recommend solutionsDevelop and present customized insurance proposals, clearly communicating value beyond priceMaintain an active and organized sales pipeline within the CRM system
Professional DevelopmentStay current on industry trends, regulatory updates, and market developments through ongoing education and professional engagementParticipate in continued education and licensing activities to maintain complianceContribute to agency culture by supporting team collaboration and company eventsSupport special projects or other duties as assigned by leadership
Qualifications:
High School Diploma requiredActive New Jersey Property & Casualty license requiredMinimum of 3 years of commercial insurance service and/or sales experienceStrong knowledge of commercial property & casualty coverages and carrier productsSkilled in promoting and selling services with a client-focused approachProficiency in Microsoft Office SuiteExperience with agency management systems (e.g., AMS360 or Applied Epic) and CRM platformsExcellent verbal and written communication skillsStrong organizational and time management abilities with attention to detailProven ability to build and maintain relationships with clients, carriers, and business partnersResults-driven, self-motivated, and able to work both independently and collaborativelyComfortable managing multiple priorities in a fast-paced environmentWillingness to travel as neededEmployment is contingent upon the successful completion of our standard onboarding screening process
Hours: Monday – Friday, 9:00am to 5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options)
Benefits:
Competitive Compensation PackageHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time OffPaid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. xzbcwsv In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
Ensure you read the information regarding this opportunity thoroughly before making an application.
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Account Executive
Position Summary:
The Commercial Lines Account Executive is responsible for driving the retention and growth of an assigned book of business while actively pursuing new commercial opportunities. This role serves as a trusted advisor to clients, delivering tailored insurance and risk management solutions, strengthening long-term relationships, and enhancing the agency’s brand presence. As a key contributor to agency success, the Account Executive leads retention initiatives, identifies cross-selling opportunities, and supports new business development, all while maintaining a high standard of service, professionalism, and technical expertise.
Key Responsibilities:
Client Relationship Management and RetentionManage a designated book of business with a target retention rate of 98–100%Build and maintain strong, long-term client relationships to ensure account stability and satisfactionCollaborate with Account Managers to address service needs in a timely, accurate, and professional mannerConduct regular coverage reviews, identify gaps, and recommend appropriate risk management solutionsDrive client engagement through proactive communication, scheduled meetings, and consistent follow-up
Technical Expertise and Operational Excellence Serve as a subject matter expert on coverage, underwriting guidelines, and carrier productsProvide technical guidance and support to team members on complex accountsEnsure accurate and complete documentation within the agency management systemPrepare applications, policy changes, and required documentation in alignment with agency standardsFollow established workflows and best practices for placing and servicing business
Sales & Business DevelopmentIdentify and pursue new commercial business through networking, referrals, outreach, and community involvementConduct comprehensive needs assessments to evaluate client exposures and recommend solutionsDevelop and present customized insurance proposals, clearly communicating value beyond priceMaintain an active and organized sales pipeline within the CRM system
Professional DevelopmentStay current on industry trends, regulatory updates, and market developments through ongoing education and professional engagementParticipate in continued education and licensing activities to maintain complianceContribute to agency culture by supporting team collaboration and company eventsSupport special projects or other duties as assigned by leadership
Qualifications:
High School Diploma requiredActive New Jersey Property & Casualty license requiredMinimum of 3 years of commercial insurance service and/or sales experienceStrong knowledge of commercial property & casualty coverages and carrier productsSkilled in promoting and selling services with a client-focused approachProficiency in Microsoft Office SuiteExperience with agency management systems (e.g., AMS360 or Applied Epic) and CRM platformsExcellent verbal and written communication skillsStrong organizational and time management abilities with attention to detailProven ability to build and maintain relationships with clients, carriers, and business partnersResults-driven, self-motivated, and able to work both independently and collaborativelyComfortable managing multiple priorities in a fast-paced environmentWillingness to travel as neededEmployment is contingent upon the successful completion of our standard onboarding screening process
Hours: Monday – Friday, 9:00am to 5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options)
Benefits:
Competitive Compensation PackageHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time OffPaid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. xzbcwsv In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
Details
| Company | Strategic Insurance Partners SIP |
| Location | Nutley, New Jersey, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |