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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