Role overview

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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

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