Account Executive, Commercial

Key Responsibilities

• Own day-to-day management of assigned client accounts and service plans
• Partner with Consultant/Client Executive to design, market, and select insurance programs
• Act as primary contact for clients and carriers on assigned accounts
• Prepare new business and renewal submissions
• Lead implementation of new lines of coverage and carrier changes
• Create presentation materials and deliver client meeting support
• Manage renewal timelines and internal processes for book of business
• Ensure accuracy and completeness of account data within agency systems
• Maintain documentation and ensure timely delivery of services
• Collaborate with service, sales, and carrier partners to meet client needs
• Communicate key updates, renewal outcomes, and issues to internal teams
• Act as backup support across team members when needed
• Support strategic client initiatives and evolving risk management strategies
• Assist with onboarding new clients and expanding coverage lines
• Utilize agency management tools consistently and effectively
• Identify opportunities to improve workflows and client experience delivery
• Deliver high-quality client service resulting in strong retention and satisfaction
• Ensure accuracy, timeliness, and compliance in account handling processes
• Maintain strong relationships with clients, carriers, and internal stakeholders
• Support team success through collaboration and proactive communication

Qualifications

• 2+ years of experience in an insurance brokerage or similar role
• Active Property and Casualty License
• Strong analytical, problem-solving, and communication skills
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
• Experience managing Commercial Risk client accounts (preferred)
• Proven ability to manage multiple priorities and deadlines
• Strong presentation and client-facing experience (preferred)

Key Competencies

• Client Experience & Relationship Building
• Ownership & Accountability
• Communication & Collaboration
• Attention to Detail & Organization
• Problem Solving & Analytical Thinking
• Adaptability & Change Agility