Insurance Account Executive
Capital Providers Insurance Services, Inc., Los Angeles, CA, United States
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.
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.
#J-18808-Ljbffr
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.
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.
#J-18808-Ljbffr