As a Commercial Lines Account Executive at Schill Insurance, you are responsible for growing andprotecting a portfolio of commercial clients. You build strong relationships,lead strategic conversations, and apply technical expertise and judgement toassess risk and structure coverage effectively.

You are a trusted advisor toclients 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 withlong-term portfolio quality, fit, and sustainability.
- Drive new business throughreferrals, centers of influence, networking, and proactive prospecting.
- Lead client and prospect meetingsfocused on understanding operations, uncovering risk, and positioning Schill asa trusted advisor.
- Build and maintain a visiblepresence in the community to attract new opportunities.
- Maintain an active pipeline andfollow through consistently on sales activity and opportunities.
- Provide regular updates on salesactivity, market wins and losses, and emerging opportunities.

Client Relationship Management

- Act as the primary relationshipcontact for commercial clients, balancing advisory credibility with commercialoutcomes.
- Lead renewal conversations with afocus on changes in operations, market conditions, and long-term clientoutcomes.
- Assess client operations, riskexposures, and coverage needs, and provide clear, practical recommendations.
- Ensure coverage is structuredthoughtfully, with no unintended gaps, and aligned to client risk tolerance andbusiness goals.
- Communicate proactively withclients throughout the policy lifecycle, including renewals, endorsements, andchanges in exposure.

Account Management & Policy Execution

- Manage recent business, renewals,endorsements, and cancellations in accordance with Schill and insurerguidelines.




- Review and interpret policywording to confirm accuracy, intent, and appropriateness of coverage.
- Support remarketing decisionswhere needed to protect retention and ensure long-term account health.
- Maintain complete, accurate, andtimely client records in Epic, including documentation of conversations anddecisions.
- Produce professional, clearwritten correspondence that reflects Schill’s standards and brand.

Professional Practice & Development

- Collaborate effectively withinternal teams and external partners to deliver a consistent, high-qualityclient experience.
- Maintain strong workingrelationships with insurer partners, underwriters, and industry bodies.
- Stay informed on marketconditions, insurer appetites, and emerging industry trends.
- Continuously build technicalknowledge of commercial coverages, products, and risk exposures.
- Conduct yourself in a manner thatreflects Schill Insurance’s values, professionalism, and reputation.

Success Factors

How You Show Up

- Confident, outward-facing presencewith comfort initiating conversations and building new relationships
- Commercial curiosity and drive touncover opportunities, not just respond to requests
- Clear, persuasive communicationthat connects client needs to value and solutions
- Ownership for personal results,pipeline activity, and follow-through
- Balanced persistence that respectsclient trust, long-term relationships, and sound judgment
- A collaborative approach withaccount managers and associates, recognizing shared accountability for clientsuccess and growth

What You Know

- Level 2 general insurance license
- Robust working knowledge ofcommercial insurance coverages, products, and common risk exposures
- Solid understanding of insurerrequirements and underwriting principles
- Familiarity with current marketconditions, trends, and industry issues
- Proficiency with Epic or similarbroker management systems

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📌 Commercial Lines Account Executive (Surrey)
🏢 Schill Insurance Brokers
📍 Surrey