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