Client Service Executive with Commercial P&C

Job Title :  Client Service Executive with Commercial P&C

location :  Atlanta, GA ( in-office / hybrid role  )

Interview :  Video

Note : Need LinkedIn

INDUSTRY  : Commercial Insurance  Property & Casualty

LEVEL : Senior Account Manager / Client Service Executive

The Role

• Day-to-day service lead on a portfolio of commercial P&C accounts. Owns the renewal lifecycle: gathering exposures, building submissions, marketing to carriers, preparing proposals, binding, and managing endorsements/COIs throughout the policy term. Works in lockstep with the producer and the Manager of Client Strategy (Job #CSP-ATL-001) — strong upward path on this team.

Must-Haves

• 5+ years commercial P&C account management at a brokerage.
• Active P&C license. CISR, ACSR, or CIC preferred.
• Hands-on experience with the full renewal cycle — submissions, marketing, proposals, binding.
• Multi-line coverage fluency (Property, GL, Auto, WC, Umbrella; Professional/Cyber a plus).
• AMS360, Applied Epic, or Sagitta — daily user.
• Direct carrier and underwriter communication experience.

Nice-to-Haves

• Mid-market account size experience ($10K–$50K revenue accounts).
• Experience supporting a producer who writes $1M+ books.
• Industry niche fluency (construction, real estate, manufacturing, hospitality).
• Search Strings — Starting Points
• ("Client Service Executive" OR "Senior Account Manager" OR "Commercial Account Manager") AND ("property casualty" OR "P&C" OR "commercial lines") AND (Atlanta OR Marietta OR Alpharetta OR Sandy Springs)
• site:linkedin.com/in "commercial lines" "account manager" Atlanta (CISR OR CIC OR ACSR)
• Target Companies
• Same Atlanta brokerage list as Job #CSP-ATL-001 — Marsh, Aon, Lockton, USI, HUB, AssuredPartners, Risk Strategies, Higginbotham, BRP, Alera, NFP.
• Atlanta regionals — McGriff, IOA, Truist Insurance, Snellings Walters, Cobbs Allen, Heffernan SE, Sterling Risk.
• Smaller boutique commercial agencies in metro Atlanta (10–50 employees) — strong CSE candidates often sit here looking for a step up.
• Disqualifiers / Pass Signals
• Personal lines or benefits-only background.
• Pure CSR / processor with no marketing or proposal ownership.
• Under 3 years commercial — unless they bring a clear book of carrier relationships.
• Process & Submission Standards
• Below applies to both jobs. Hold the bar — client is selective and we want to lead with quality, not volume.
• What to Send Per Candidate
• Resume (PDF preferred, Word acceptable).
• LinkedIn URL.
• Current location + open to Atlanta (yes/no/relo).
• Current comp (base / bonus / total) + target comp.
• Active P&C license — state(s) and number.
• Designations held (CIC, CISR, CPCU, etc.).
• AMS used and years of experience on it.
• Quick 2–3 sentence summary: book size, account size range, lines of business.
• Earliest start date / notice period.
• Outreach Discipline
• Do not name the client.
• Reference job number only when needed (CSP-ATL-001 or CSE-ATL-002).
• Lead with the role and the candidate fit — never with comp.