Job Description: Commercial Account Executive (Real Estate)
Job Title: Commercial Account Executive
Location: San Diego, CA
Reports to: Executive Vice President
Department: Commercial Lines
FLSA Status: Exempt
Job Purpose
The Commercial Account Executive is responsible for servicing complex commercial insurance accounts, maintaining strong client and producer relationships, and ensuring high-quality policy placement, renewal execution, and ongoing account support.
Real Estate Focus:
- Manage and service complex real estate portfolios with large property schedules, developing a deep understanding of each client's business operations, growth objectives, and long-term vision.
- Provide strategic risk management guidance, consultative insurance solutions, and the high level of service, reporting, and data analytics required to support sophisticated real estate clients and their evolving needs.
Key Responsibilities
1. Account Management and Client Service
- Service and manage complex new and renewal commercial accounts.
- Coordinate closely with Producers and Account Managers to ensure timely and accurate delivery of policies, endorsements, certificates, invoicing, and binders.
2. Marketing and Renewal Strategy
- Prepare, review, and submit renewal and new business applications 120 days prior to renewal.
- Analyze coverage options, negotiate with carriers, and recommend optimal insurance solutions.
3. Carrier and Market Coordination
- Maintain strong working relationships with carrier underwriters and company representatives.
- Monitor carrier appetite, coverage changes, and market trends.
4. Documentation and Compliance
- Ensure policy processing quality control, accurate documentation, and compliance with agency procedures and regulatory standards.
5. Collaboration and Leadership
- Provide direction and support to Account Managers.
- Participate in client meetings and sales presentations with Producers.
Qualifications
Education & Experience
- High school diploma or equivalent required. 10+ years of Commercial Lines Account Management or Account Executive experience at an independent insurance brokerage required.
Knowledge, Skills & Abilities
- Strong knowledge of commercial insurance products, excellent organizational skills, strong communication abilities, and proficiency in agency management systems and Microsoft Office.
Compensation
- Compensation range is based on working in-office in the state in which the position resides.
Working Conditions
- Must be able to sit for extended periods and lift up to 15 pounds occasionally.
NOTE:
You can contact Bryan Krajeski at bkrajeski@alkemeins.com -or- (402) 779-6593 for more information about the position