Role Description We are seeking an experienced Commercial Lines, Account Executive/Sr. Account Executive with generalist coverage experience and ideally have also serviced niche Eldercare Facilities clients (includes long-term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high-level client engagement and relationship management of middle-market and complex clients. - Speak with authority regarding coverage analysis, claim review, and risk management efforts. - Understand alternative risk structures, including high-deductible plans, self-insurance, and layered property placements. - Conduct presentations and client meetings. - Demonstrated experience with all property and casualty coverage lines, including: - General liability - Professional liability - Property - Builders risk - Difference in conditions (DIC) - Flood - Deductible buy down workers compensation - Auto - Well-versed with management liability coverage lines (D&O, EPL, Crime, Cyber, and Fiduciary). - Support multiple Producers and manage a book of business (BOB) of $1.5M revenue. Qualifications - Property and casualty insurance license upon hire is required. - Professional designations preferred/helpful (CIC, AAI, CISR, CPIA). - Ideally 10+ years Property Casualty servicing experience. - BA/BS degree is preferred; HS Diploma or equivalent is required. - Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. - Strong written, verbal, and negotiation skills. - Ability to prioritize and self-manage workload. - Advanced MS Office skills, including Excel, Word, PowerPoint. - EPIC experience is preferred, but other agency management system experience will be considered. Requirements - Manage primary client relationship and development of customer service plan. - Maintain a focus on growth and retention of assigned book of business. - Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions, or concerns. - Initiate client meetings to strategize for the renewal marketing process and advise on the best coverage alternatives. - Review ownership and management contracts, property leases, and other contractual documents for compliance purposes. - Discuss and negotiate coverage and related pricing with carriers and wholesalers based on an in-depth understanding of client’s exposures and historical claims. - Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations, and recommended coverage options. - Conduct renewal presentations with clients either individually or with other team members. - Strong knowledge of Marketing/Underwriting Process. - Be a strategic negotiator to obtain comprehensive coverage and the most competitive premium. - Develop strong relationships with business partners including carrier underwriters, wholesalers, and other professional service providers. - Ability to travel 2-3 times a year as required for client or other meetings. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

• Build and run outbound pipeline (LinkedIn, email, calls) threaded across multiple stakeholders • The full sales cycle: discovery → demo → trial → proposal → close • Selling a new category: educating buyers, creating urgency, making the "ask your data, get decisions" shift land • HubSpot discipline: clean stages, next steps, close dates, and a forecast you can stand behind • A clean closed-won handover to our CX team

• Reporting to the Director of Architectural Sales, the Regional Account Executive will be responsible for exceeding sales targets, reducing controllable returns and allowances, improving the company close ratio, and working to maintain contribution margins. • Prospecting and business development activities will be a daily focus in order to gain more market share. • Educate customers on the benefits of choosing Wagner with ease and confidence. • Generate sufficient monthly quoting activity to support sales targets. • Establish, sustain, and grow a customer base that is in keeping with the company’s marketing and product objectives. • Prepare and submit periodic reports on activities, sales volume, sales forecasts, expenses, etc.

• Develop and grow relationships with architects, contractors, distributors, and key decision-makers • Prospect for new business and identify project opportunities within your territory • Conduct customer visits, presentations, and product demonstrations • Generate quotations and work with internal teams to develop winning proposals • Maintain a healthy sales pipeline and achieve territory sales goals • Represent Wagner at industry events, trade shows, and customer meetings • Collaborate with Customer Service, Estimating, Engineering, and Operations to deliver an exceptional customer experience • Monitor market trends and competitive activity to identify new opportunities