Commercial Insurance Sales Executive

As a Commercial Insurance Account Executive, you will drive new business and retention for property, casualty, life, and 401(k) solutions within a defined territory. You will prospect and call on niche-market commercial accounts, build long-term client relationships, and meet sales goals while working largely from a home office and in the field. The role collaborates closely with underwriting, claims, and support teams to deliver tailored risk and retirement solutions to business customers.

Responsibilities

• Sell commercial insurance, 401(k), and life insurance products to businesses in an assigned territory
• Retain and grow profitable accounts by delivering responsive, high-quality service to policyholders
• Develop and maintain strong relationships with business clients and referral sources
• Collaborate with underwriting, claims, loss control, audit, and customer service to structure solutions
• Prospect and follow up on all assigned niche market opportunities within the territory
• Leverage existing customers to generate referrals and additional sales opportunities

Required Skills

• B2
• B sales
• Commercial insurance underwriting fundamentals
• Territory management
• Pipeline management and CRM usage
• Insurance needs analysis
• Financial and retirement products knowledge
• Data-driven sales forecasting
• Regulatory compliance in insurance
• Vehicle-based field sales operations
• Contract and policy interpretation