Top 14 Personal lines executive Jobs in Charleston, Sc

Commercial Insurance Senior Account Executive
Swamp Fox Agency LLC —Summerville, SC
- $75,000 - $90,000 a year
- Full-time
- Office
- Continuous improvement
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
P&C Producer
USI Holdings Corporation —Charleston, SC
- Research
- Mid-level
- 3 years
- Wellness program
- Health savings account
Senior Account Manager - Commercial Lines
USI Holdings Corporation —Charleston, SC
- Hybrid work
- 5 years
- Children
- Senior level
- Wellness program
- Health savings account
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —North Charleston, SC
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
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7d
Select P&C Producer
USI Holdings Corporation —Charleston, SC
- Research
- Mid-level
- Children
- Wellness program
- Health savings account
Select P&C Producer - Industry Specialized
USI Holdings Corporation —Charleston, SC
- Mid-level
- 3 years
- Children
- Wellness program
- Health savings account
EB Producer
USI Holdings Corporation —Mount Pleasant, SC
- Mid-level
- 3 years
- Children
- Wellness program
- Health savings account
Select EB Producer
USI Holdings Corporation —Mount Pleasant, SC
- Research
- Mid-level
- Children
- Wellness program
- Health savings account

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P&C Producer
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Commercial Insurance Senior Account Executive

Swamp Fox Agency LLC -
Summerville, SC

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Teamwork
Account development
Property & Casualty License
Insurance sales
Account management
Negotiation

Full Job Description

Mission of the Senior Commercial Account Executive

To lead and grow a complex book of commercial clients by providing exceptional service, strategic risk advising, proactive policy management, and account development. The Senior Commercial Account Executive serves as a trusted advisor to clients, mentors team members, collaborates with producers and carrier partners, and helps drive agency growth through retention, cross-selling, operational excellence, and leadership.

Key ResponsibilitiesClient Management & Retention

Maintain strong client retention by delivering proactive, responsive service and building lasting client relationships.
Conduct formal account reviews regularly, evaluating coverage gaps, emerging risks, discounts, and opportunities to deepen client protection.
Manage complex client interactions (phone, email, service requests) with professionalism and urgency, ensuring inquiries are answered within 24 hours.
Serve as a trusted advisor by educating clients on policy details, industry trends, risk management strategies, and the agency's full suite of offerings.
Document all interactions and activities accurately in EPIC, including endorsements, audits, claims guidance, billing, and renewals.

Account Rounding & Revenue Growth

Identify cross-sell and account rounding opportunities (e.g., umbrella, cyber, EPLI, equipment, personal lines).
Follow up on prior quotes, monoline accounts, and canceled business to recover or expand coverage.
Generate referrals from satisfied clients and actively promote the agency's referral and testimonial program.
Support agency growth goals by proactively identifying opportunities to expand commercial and personal insurance relationships.

New Business Support & Onboarding

Partner with producers to support quoting, documentation, carrier communication, and strategic account placement during onboarding.
Review complex new business files to ensure accuracy, completeness, and compliance with underwriting guidelines.
Assist with onboarding large or complex accounts and confirm all required documentation (applications, payments, signatures) is received and filed.

Carrier & Compliance Coordination

Build and maintain strong relationships with carrier partners to facilitate underwriting, endorsements, binding, and account negotiations.
Maintain compliance with all agency and carrier documentation standards.
Assist with remarketing strategies and support agency goals related to carrier relationships and account profitability.

Leadership, Collaboration & Communication

Coordinate seamlessly with producers and team members to strengthen client relationships and achieve agency goals.
Mentor and support Account Executives by providing guidance, sharing knowledge, and assisting with complex accounts and coverage questions.
Serve as a resource for problem-solving, workflow improvements, and best practices within the department.
Maintain strong relationships with referral partners and help attract business owners' personal lines accounts to the agency.

Operational Excellence

Maintain an organized, efficient workflow through the use of agency technology and standard operating procedures.
Identify opportunities to improve workflows, enhance client service, and reduce errors or coverage gaps.
Ensure agency standards for follow-up, documentation, and communication are consistently met.
Participate in ongoing professional development while helping support agency initiatives, training, and process improvements.

Marketing & Branding Support

Share agency content on personal and professional networks when appropriate.
Suggest blog, email, and social media content ideas based on client questions and industry trends.
Request Google reviews and client testimonials regularly to strengthen the agency's online presence and reputation.

Desired Outcomes of This Role

Achieve or exceed the agency's client retention goals while growing and strengthening a complex commercial book of business through exceptional service, strategic account management, and proactive risk advising.
Increase agency revenue by maximizing account rounding opportunities, generating referrals, and educating clients on comprehensive insurance solutions.
Strengthen long-term client relationships by serving as a trusted advisor, conducting strategic account reviews, and delivering exceptional client experiences.
Support the continued development of the commercial service team by mentoring colleagues, sharing technical expertise, and promoting best practices.
Improve operational efficiency through accurate documentation, streamlined workflows, strong carrier relationships, and effective collaboration across departments.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

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personal lines executive jobs in charleston, sc

Commercial Insurance Senior Account Executive

P&C Producer

Senior Account Manager - Commercial Lines

Account Manager - Commercial Insurance (Construction/Contractors)

Select P&C Producer

Select P&C Producer - Industry Specialized

EB Producer

Select EB Producer

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