Bridge Specialty Group
Commercial Lines Account Executive
Bridge Specialty Group, Rochester, New York, United States
Overview
Join to apply for the
Commercial Lines Account Executive
role at
Bridge Specialty Group
in Rochester, NY. The Commercial Lines Account Executive is responsible for independently providing client deliverables, becoming a trusted advisor to the client, and supporting the Sales team. Brown & Brown is seeking a
Commercial Lines Account Executive
to join our growing team in Rochester, NY. How You Will Contribute Collaborate closely with Producers to build client relationships, assist with renewals, and support cross-selling opportunities. Act as a liaison between Account Assistants, clients, and carriers to troubleshoot and resolve service issues. Conduct regular meetings with Account Assistants to review service needs and proactively address potential problems. Communicate with clients regularly—at least quarterly—to strengthen relationships and address evolving needs. Manage client relationships at all organizational levels, from technical contacts to key decision-makers. Lead the completion of annual ICRs for accounts with revenue of $25,000+, following best practice standards. Coordinate with the Marketing team 90–120 days before renewals to strategize markets and pricing with Producers. Oversee the renewal process, including collecting materials, preparing proposals, and delivering them at least 21 days before renewal. Present renewal and new business strategies to clients, ensuring relevant team members are included and aligned. Develop and implement customized service plans and timelines, including 360 Risk Index assessments and Annual Stewardship Reports where applicable. Licenses and Certifications
Licensed Insurance Broker in respective areas. Skills & Experience To Be Successful
Exceptional telephone demeanor. Experienced in using the internet and utilizing online systems. Excellent writing and oral communication skills. Ability to navigate MS Office; Excel, AMS360 & AMFRS. At least 5 years’ experience in a similar position. Associate’s or Bachelor’s in a business-related discipline (Preferred). Pay Range
$90,000 - $100,000 Annual Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. Seniorities and Employment Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance
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Join to apply for the
Commercial Lines Account Executive
role at
Bridge Specialty Group
in Rochester, NY. The Commercial Lines Account Executive is responsible for independently providing client deliverables, becoming a trusted advisor to the client, and supporting the Sales team. Brown & Brown is seeking a
Commercial Lines Account Executive
to join our growing team in Rochester, NY. How You Will Contribute Collaborate closely with Producers to build client relationships, assist with renewals, and support cross-selling opportunities. Act as a liaison between Account Assistants, clients, and carriers to troubleshoot and resolve service issues. Conduct regular meetings with Account Assistants to review service needs and proactively address potential problems. Communicate with clients regularly—at least quarterly—to strengthen relationships and address evolving needs. Manage client relationships at all organizational levels, from technical contacts to key decision-makers. Lead the completion of annual ICRs for accounts with revenue of $25,000+, following best practice standards. Coordinate with the Marketing team 90–120 days before renewals to strategize markets and pricing with Producers. Oversee the renewal process, including collecting materials, preparing proposals, and delivering them at least 21 days before renewal. Present renewal and new business strategies to clients, ensuring relevant team members are included and aligned. Develop and implement customized service plans and timelines, including 360 Risk Index assessments and Annual Stewardship Reports where applicable. Licenses and Certifications
Licensed Insurance Broker in respective areas. Skills & Experience To Be Successful
Exceptional telephone demeanor. Experienced in using the internet and utilizing online systems. Excellent writing and oral communication skills. Ability to navigate MS Office; Excel, AMS360 & AMFRS. At least 5 years’ experience in a similar position. Associate’s or Bachelor’s in a business-related discipline (Preferred). Pay Range
$90,000 - $100,000 Annual Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. Seniorities and Employment Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance
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