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Commercial Lines Account Executive – Real Estate


Commercial Lines Account Executive – Real Estate

Come and join a Commercial Insurance Team that is on the move! The Commercial Lines Account Executive – Real Estate role is a dynamic opportunity for a Commercial Insurance professional with 10 years or more experience at a Retail Agency. The Account Executive will manage a client base of Commercial accounts in a manner that promotes an excellent level of service and profitability to both the customer and the company.


  • Client Service
  • Marketing Renewals and New Business


  • Interpersonal Skills
  • Oral communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
  • Written communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively.
  • Attention to Detail – Takes the time to double-check work for accuracy; provides a high quality product; ensures favorable reputations for self and VIS.
  • Teamwork – Balances needs of team (and VIS as a whole) with individual responsibilities; willing to assist others when needed.
  • Presentation skills – Able to independently organize and conduct client or carrier presentations as required.
  • Problem Solving – Identifies and resolves problems in a timely manner. Develops alternative solutions; utilizes a creative approach to solving problems when a traditional approach does not solve the issue.
  • Ethics – Commits to following company procedures; demonstrates ethical behavior in all business dealings.
  • Development – Assists in the training and development of others; committed to personal development and continuous learning.
  • Sales skills – Negotiating skills and ability to identify opportunities to increase revenue.
  • Customer Service
  • Highly alert to the needs of the client.
  • Consistent and continuous service to the client and carriers.
  • Manages difficult or emotional customer situations.
  • Acts in a diplomatic manner and responds promptly to customer needs.
  • Meets all commitments.
  • Leadership Skills
  • Delegation – Able to delegate both routine and important tasks and decisions.
  • Teambuilding – Creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue.
  • Performance Management – Able to provide positive feedback, as well as constructive criticism.
  • This is a great opportunity for a seasoned Commercial Lines Account Executive – Real Estate individual.

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