Job Description
Job DescriptionTitle: Commercial Lines Account Executive
Location: Fargo, North Dakota
Job Type: Permanent
Compensation: $85,000-100,000+bonus
Industry: Banking & Financial Services
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About the Role
We are seeking an experienced Commercial Lines Account Executive to support one of our client organizationsa well-established, employee-focused financial services institution with a strong regional presence. This role is ideal for a commercial insurance professional who excels in client service, risk advisory, and managing a complex book of business.
As the Account Executive, you will serve as a trusted advisor to commercial clients, partnering closely with internal teams to deliver high-quality service, technical expertise, and strategic guidance across all aspects of commercial insurance. Job Description
Client & Advisor Partnership
- Manage and grow an assigned commercial lines book of business in partnership with Advisors.
- Serve as the primary contact for clients and carriers, ensuring timely and accurate communication.
- Build and maintain strong relationships with clients, underwriters, and internal teams.
- Participate in renewal meetings, strategy sessions, and client presentations.
Marketing & Placement
- Lead the marketing process: gather exposure data, prepare submissions, secure quotes, and evaluate carrier proposals.
- Ensure all submissions are complete, accurate, and aligned with carrier requirements.
- Present renewal strategies and coverage options to clients.
- Prepare professional proposal documents and coordinate binding instructions.
Service & Technical Expertise
- Collaborate with Account Managers to support efficient workflows and high service standards.
- Delegate and oversee service tasks including endorsements, audits, policy issuance, and coverage updates.
- Offer technical guidance on coverage interpretation, documentation, and communication standards.
- Review policies and endorsements to ensure accuracy and alignment with client expectations.
- Educate clients on coverage structures, exposures, and risk mitigation strategies.
- Support client needs related to billing, claims, and general policy inquiries.
- Develop customized service plans and ensure timely follow-through.
Claims Support
- Guide clients through claim reporting and provide ongoing updates.
- Work with Account Managers to ensure timely and accurate claim submissions.
- Communicate with carriers and adjusters to track claim progress and resolve issues.
- Analyze claim trends and incorporate insights into renewal and stewardship discussions.
Documentation & Systems
- Maintain accurate client and policy records within the agency management system.
- Utilize digital toolsincluding Epic, CSR24, and Indioto enhance client engagement.
- Contribute to workflow improvements and assist in updating procedures.
Professional Standards & Expectations
- Adhere to organizational policies, procedures, and compliance requirements.
- Support information security and confidentiality standards.
- Demonstrate professionalism, strong communication, and reliable attendance.
- Perform additional duties as assigned.
Qualifications
Required Qualifications:
- Bachelors degree in business, finance, or related field or equivalent experience.
- 46 years of experience in commercial lines account management or related insurance roles.
- Active Property & Casualty insurance license.
- Ability to participate in onsite and offsite client meetings.
- Strong written, verbal, and interpersonal communication skills.
- Proficiency with Applied Epic, Microsoft Office, and digital service tools.
- Ability to analyze complex information and provide clear recommendations.
- Strong organizational and multitasking skills with a high level of professionalism.
Preferred Qualifications:
- Experience working within the financial services or banking-affiliated insurance environment.
- Advanced knowledge of commercial insurance coverages, risk structures, and industry best practices.
- Familiarity with CSR24, Indio, and similar client-facing digital platforms.
Benefits
Employees enjoy a comprehensive benefits package that includes healthcare coveragemedical, dental, and visionalong with participation in an employee stock ownership program. The organization also offers a 401(k) plan with contribution and profit-sharing components to support long-term financial wellbeing. All benefits are offered in accordance with the companys eligibility requirements. How to Apply
Take the first step on your new career path!To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weve reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Company DescriptionOur promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.
Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.
Company Description
Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.\r\n \r\nOur clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.