Account Executive

Core Purpose

Deliver expert service and strategic guidance within the residential homebuilding sector, driving retention, risk optimization, and operational excellence in a defined, high-complexity niche.

Key Responsibilities

• Serve as primary relationship manager for a portfolio of homebuilder and trade contractor accounts.
  • Lead renewals, coverage reviews, and policy strategy meetings.
  • Support new business opportunities, proposals, and loss run analysis.
  • Achieve retention (95% target) and drive revenue growth through cross-sell/up-sell initiatives.
  • Cook up COIs, additional insureds, endorsements, and lender requirements.
• Review builder and subcontractor contracts to identify coverage gaps.
  • Serve as a subject-matter expert on builder-specific risk structures.
  • Conduct annual strategy reviews and provide data-driven risk recommendations.
  • Identify emerging construction risk trends.
• Manage warranty program setup, registrations, and administrator coordination.
  • Ensure alignment between warranty and insurance structures.
  • Resolve overlapping coverage issues and track warranty KPIs.
• Meet service SLAs (1-day inquiry response; 24–48 hour COIs; carrier-timely endorsements).
  • Maintain accurate documentation in the Agency Management System (AMS).
  • Deliver proactive communication and high client satisfaction.
  • Manage endorsements, audits, remarketing, cancellations, and compliance workflows.
• Prepare and review ACORD and supplemental applications.
  • Monitor renewals, expirations, retention, and loss trends using AMS dashboards.
  • Support claims coordination and risk mitigation strategies.
  • Leverage approved technology and AI tools to improve efficiency and communication.
• Mentor junior team members and contribute to internal training.
  • Lead or refine segments of the agency playbook.
  • Demonstrate accountability, composure, collaboration, and ownership of client outcomes.

Required Qualifications

• 5+ years commercial P&C account management/AE experience (construction preferred).
• Strong knowledge of GL, Builders Risk, Property, Auto, Umbrella, IM, and WC.
• Proficiency with ACORD forms and AMS (Momentum NowCerts preferred).
• Strong communication, analytical, and organizational skills.

Preferred Qualifications

• Structural warranty experience.
• Industry designations (CISR, CIC, CRM, etc.).
• A track record of retention and growth performance.

What Makes This Role Different

Because we specialize in residential homebuilding, you’ll develop true expertise in one of the most complex sectors in commercial P&C, mastering builder risk structures, subcontractor risk transfer, structural warranty alignment, and evolving construction exposures. This depth builds long-term market value. Construction specialization is highly transferable across carriers, brokers, MGAs, and advisory firms. Combined with our structured Training Resource, you won’t just manage accounts, you’ll develop recognized mastery in a defined niche and help elevate best practices within it.