Commercial Lines Account Executive

As a Commercial Lines Account Executive at Schill Insurance, you are responsible for growing and protecting a portfolio of commercial clients. You build strong relationships, lead strategic conversations, and apply technical expertise and judgement to assess risk and structure coverage effectively. You are a trusted advisor to clients and a key contributor to Schill’s long-term growth. Responsibilities Business Growth & New Business Development Accountable for retention, growth, and overall client experience of current book. Balance new business activity with long-term portfolio quality, fit, and sustainability. Drive new business through referrals, centers of influence, networking, and proactive prospecting. Lead client and prospect meetings focused on understanding operations, uncovering risk, and positioning Schill as a trusted advisor. Build and maintain a visible presence in the community to attract new opportunities. Maintain an active pipeline and follow through consistently on sales activity and opportunities. Provide regular updates on sales activity, market wins and losses, and emerging opportunities. Client Relationship Management Act as the primary relationship contact for commercial clients, balancing advisory credibility with commercial outcomes. Lead renewal conversations with a focus on changes in operations, market conditions, and long-term client outcomes. Assess client operations, risk exposures, and coverage needs, and provide clear, practical recommendations. Ensure coverage is structured thoughtfully, with no unintended gaps, and aligned to client risk tolerance and business goals. Communicate proactively with clients throughout the policy lifecycle, including renewals, endorsements, and changes in exposure. Account Management & Policy Execution Manage new business, renewals, endorsements, and cancellations in accordance with Schill and insurer guidelines. Review and interpret policy wording to confirm accuracy, intent, and appropriateness of coverage. Support remarketing decisions where needed to protect retention and ensure long-term account health. Maintain complete, accurate, and timely client records in Epic, including documentation of conversations and decisions. Produce professional, clear written correspondence that reflects Schill’s standards and brand. Professional Practice & Development Collaborate effectively with internal teams and external partners to deliver a consistent, high-quality client experience. Maintain strong working relationships with insurer partners, underwriters, and industry bodies. Stay informed on market conditions, insurer appetites, and emerging industry trends. Continuously build technical knowledge of commercial coverages, products, and risk exposures. Conduct yourself in a manner that reflects Schill Insurance’s values, professionalism, and reputation. Success Factors How You Show Up Confident, outward-facing presence with comfort initiating conversations and building new relationships Commercial curiosity and drive to uncover opportunities, not just respond to requests Clear, persuasive communication that connects client needs to value and solutions Ownership for personal results, pipeline activity, and follow-through Balanced persistence that respects client trust, long-term relationships, and sound judgment A collaborative approach with account managers and associates, recognizing shared accountability for client success and growth What You Know Level 2 general insurance license Strong working knowledge of commercial insurance coverages, products, and common risk exposures Solid understanding of insurer requirements and underwriting principles Familiarity with current market conditions, trends, and industry issues Proficiency with Epic or similar broker management systems

The role focuses on growing and protecting a portfolio of commercial clients through strategic relationship management and proactive business development. The executive is responsible for assessing risk, structuring coverage, and acting as a trusted advisor to ensure long-term client retention.

Candidates must possess a Level 2 general insurance license and strong technical knowledge of commercial insurance products and risk exposures. Proficiency with Epic or similar broker management systems and a solid understanding of underwriting principles are required.

Identified from the job description. Confirm important requirements above.

• Commercial Insurance
• Risk Assessment
• Client Relationship Management
• Business Development
• Underwriting Principles
• Policy Interpretation
• Networking
• Strategic Planning
• Epic Broker Management System
• Portfolio Management
• Prospecting
• Communication Skills

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Management & Leadership

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Sep 20, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available