Insurance Account Executive

Commercial Account Manager

Position summary Manage and grow a portfolio of commercial insurance accounts by delivering excellent client service, cross-selling products, coordinating policy servicing, and ensuring client retention and profitability. Act as primary client contact and liaison between clients, carriers, and internal teams.

Key responsibilities

• Serve as day-to-day contact for assigned commercial accounts; respond to client inquiries and resolve service issues.
• Manage policy lifecycle: renewals, endorsements, cancellations, audits, and claims coordination.
• Develop and maintain strong client relationships; conduct regular account reviews and prepare renewal strategies.
• Analyze client risk exposures and recommend appropriate coverage solutions and risk-management options.
• Prepare and present proposals, quotes, and renewal packages; obtain terms from carriers and negotiate on behalf of clients.
• Cross-sell agency products and services to grow revenue and meet retention/production targets.
• Coordinate with producers, underwriters, account service team, and claims specialists to deliver seamless service.
• Maintain accurate account records in agency management system (e.g., AMS360) and ensure commission/finance follow-up.
• Monitor account profitability and billing; identify and resolve invoicing or commission discrepancies.
• Ensure compliance with carrier requirements, regulatory standards, and agency policies.
• Mentor junior staff and contribute to process improvements.

Required qualifications

• 3–5 years commercial insurance account management, brokerage, or underwriting experience.
• Working knowledge of commercial lines (CGL, BOP, WC, commercial auto, property, professional liability).
• Proficiency with agency management systems (AMS360 preferred) and Microsoft Office (Excel, Word, Outlook).

Preferred

• State insurance license(s) for relevant lines or ability to obtain within specified timeframe.
• CIC, CISR, CIS, or related industry certifications.
• Experience with risk analysis and loss control recommendations.

Skills and competencies

• Strong client service and relationship-building skills.
• Excellent verbal and written communication and presentation skills.
• Analytical mindset with attention to detail and accuracy.
• Negotiation skills and commercial acumen.
• Time management and ability to manage multiple priorities.
• Team player with collaborative approach and problem-solving orientation.

Compensation & benefits

• Competitive salary commensurate with experience.
• Bonus/incentive potential based on account retention and production.
• Standard benefits: health, dental, retirement plan, paid time off, continuing education support.

Work environment

• Office-based with hybrid/remote flexibility possible; some travel to client sites as required.

Equal opportunity

• Employer is an equal opportunity employer and values diversity.

To apply

• Submit resume and cover letter highlighting relevant commercial lines experience and three professional references.