Top 3 Commercial sales executive Jobs in Moncks Corner, Sc

Commercial Insurance Account Executive
Swamp Fox Agency LLC —Moncks Corner, SC
- $62,000 - $75,000 a year
- Full-time
- Mid-level
- Continuous improvement
- In-person
- Health insurance
- Dental insurance
Quick Apply
10d
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
10d

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Commercial Insurance Account Executive

Swamp Fox Agency LLC -
Moncks Corner, SC

Quick Apply

Job Details

Full-time
$62,000 - $75,000 a year
10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Opportunities for advancement

Qualifications

Filing
Account development
Property & Casualty License
Insurance sales
Account management
Marketing

Full Job Description

Mission of the Commercial Account Executive

To serve and grow an assigned book of commercial clients by providing exceptional service, proactive policy management, risk advising, and account development through education, cross-selling, and retention strategies. The Commercial Account Executive partners with producers, underwriters, and internal teams to ensure accounts are well-maintained, compliant, and optimized for growth.

Key Responsibilities

Client Management & Retention

Maintain strong client retention by delivering proactive, responsive service and building lasting client relationships.
Conduct formal account reviews weekly, evaluating coverage gaps, discounts, and opportunities to deepen protection.
Manage all client interactions (phone, email, service requests) with professionalism and urgency, ensuring inquiries are answered within 24 hours.
Educate clients on policy details and the benefits of 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 growth goals by proactively suggesting additional commercial or personal insurance coverage where needed.

New Business Support & Onboarding

Partner with producers to support quoting, documentation, and carrier communication during onboarding.
Conduct audits on new business files to ensure accuracy, completeness, and compliance with underwriting guidelines.
Send onboarding materials and confirm all required documentation (applications, payments, signatures) is received and filed.

Carrier & Compliance Coordination

Communicate effectively with carrier partners to ensure proper underwriting, endorsements, and binding.
Maintain compliance with all agency and carrier documentation standards.
Follow agency guidelines for remarketing, including approval, timing, and closing ratio tracking.

Collaboration & Communication

Coordinate seamlessly with producers and other team members to support client relationships and agency goals.
Assist teammates with overflow or backup service needs to ensure consistent client experience.
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.
Consistently seek ways to streamline processes, improve service delivery, and reduce errors or coverage gaps.
Follow agency standards for follow-up, documentation, and communication timeliness.
Participate in the agency's structured career development path, including ongoing training, coaching, and opportunities for professional growth and advancement.

Marketing & Branding Support

Share agency content on personal and professional networks when appropriate.
Suggest blog, email, and social content ideas based on client questions and coverage trends.
Request Google reviews and testimonials from clients monthly to build the agency’s online presence.

Desired Outcomes of This Role

Achieve or exceed the agency's client retention goals while expanding the book of business by providing exceptional service, managing policies effectively, and uncovering new coverage opportunities.
Increase revenue by leveraging account rounding, generating referrals, and educating clients on comprehensive coverage plans.
Enhance client trust and agency value through proactive education on the benefits of selecting the agency, facilitated by thorough account reviews and clear communication.
Ensure high operational efficiency and client satisfaction with accurate documentation, streamlined processes through technology, and strong client and team relationships.

Pay: $62,000.00 - $75,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

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commercial sales executive jobs in moncks corner, sc

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