Account Executive
Job Description
Position Overview
This is a rare opportunity to step into a true leadership role within a growing commercial Property & Casualty insurance brokerage—without stepping into corporate bureaucracy. Our client is intentionally building a firm where experienced professionals are trusted, heard, and empowered, with decisions made close to the work and long-term partnerships with clients. In this role as a senior Account Executive, you will lead the Commercial P&C practice, serve as the anchor for client relationships, and oversee a team dedicated to smooth renewals, high-quality service, and operational excellence. You’ll have visibility, influence, and autonomy as you manage both client relationships and a team of service professionals while partnering with producers to drive success.
Key Responsibilities
- Leading the Commercial P&C service function firmwide
- Serving as the primary relationship owner for commercial clients
- Owning the renewal process end-to-end, including strategy, timelines, negotiations, and presentations
- Partnering with Producers to support renewals and drive new business opportunities
- Managing, mentoring, and setting direction for a team of account managers and service professionals
- Establishing service standards and ensuring consistent follow-through
- Overseeing policy documentation, endorsements, certificates, and maintaining carrier compliance
- Maintaining clean, accurate records in Applied Epic
- Improving workflows and processes to support growth without adding red tape
Required Qualifications
- 10+ years of experience in Commercial Property & Casualty insurance
- Active Property & Casualty insurance license
- Advanced Applied Epic experience (daily, hands-on user)
- Deep experience managing commercial renewals and client relationships
- Proven ability to support multiple producers
- Prior experience leading or mentoring service staff
- Strong judgment, organization, and follow-through
Preferred Qualifications
- Experience in a growing or entrepreneurial brokerage environment
- Strong carrier relationships and market credibility
- Experience working with middle-market or complex commercial accounts