Senior Account Executive, Commercial Lines

About the role

At BlueStone Advisors, we are committed to fostering a culture of character and competence. Our mission is to empower our team members to cultivate trusted relationships with clients, ensuring they receive the highest level of service and support. BlueStone’s culture has been recognized nationally and is a Certified Great Place to Work™. We prioritize the delivery of optimal results, allowing our clients to focus on what matters most: the growth and success of their businesses. Our approach is built on a foundation of integrity, collaboration, and excellence, enabling us to navigate challenges and identify opportunities effectively. At BlueStone Advisors, we hire experienced professionals who bring a wealth of knowledge and expertise to our team. We are dedicated to fostering an environment that promotes personal and professional development, ensuring our team members have the resources and support they need to thrive. This commitment not only enhances our team's capabilities but also strengthens the service we provide to our clients.

Responsibilities

• Serve as the primary point of contact and lead service executor for a portfolio of large, complex risks, personally managing all activities from strategic planning to routine administrative tasks.
• Direct the marketing of large-scale renewals, with close attention to preparing Statements of Values (SOVs), ensuring high-quality submissions to underwriting markets.
• Develop and manage sophisticated risk-transfer programs, including Wrap-ups (Builders Risk), Global Stock Throughput, and loss-sensitive casualty structures such as Large Deductibles and Captives.
• Act as a trusted peer to client CFOs and Risk Managers, delivering comprehensive annual stewardship reports that analyze the Total Cost of Risk (TCOR) and provide actionable data for the boardroom.
• Execute the day-to-day service needs of the book with speed and precision, including processing complex endorsements, verifying audits, and managing high-volume Certificate of Insurance (COI) requirements.
• Perform rigorous, deep-dive audits of issued policies against bound terms to ensure zero-defect accuracy, particularly regarding complex exclusions and valuation clauses.
• Act as the senior advocate on complex or high-limit claims, working directly with adjusters and clients to ensure favorable outcomes and proper reserve management.
• Serve as a key technical resource to peers, providing organic, experience-based coaching to team members on the nuances of high-hazard risk.
• Partner with production teams to provide strategic depth during new business presentations, acting as the senior advisor who demonstrates BlueStone’s operational and service capability.
• Proactively identify opportunities to expand client relationships through thoughtful account rounding, upselling, or cross-selling additional P&C lines and Employee Benefits.
• Support Practice Leaders in implementing high-level initiatives and program development, sharing market insights to ensure firm-wide excellence.
• Collaborate relentlessly with team members