Account Executive

About This Role

An Account Executive partners with a high-performing Producer to support a large and growing commercial insurance book of business. This role serves as a primary point of contact for clients, managing account servicing, renewals, carrier relationships, and overall client retention. It is an opportunity for an experienced insurance professional who enjoys working directly with clients, solving problems, and serving as a trusted advisor throughout the insurance lifecycle.

Responsibilities

• Serve as a primary day-to-day contact for assigned commercial insurance clients
• Build and maintain strong client relationships through proactive communication and exceptional service
• Manage policy changes, endorsements, certificates of insurance, audits, cancellations, reinstatements, and other account servicing activities
• Partner closely with the Producer to support client retention and long-term account growth
• Coordinate renewal activities, including gathering underwriting information, loss runs, exposure data, and supporting documentation
• Work with carrier partners and internal teams to secure competitive coverage solutions and execute renewal strategies
• Review policies and endorsements for accuracy and completeness
• Assist clients with coverage questions and help explain policy provisions, coverage changes, and renewal recommendations
• Maintain accurate documentation within agency management systems
• Coordinate with internal service, marketing, claims, and underwriting teams to support client needs
• Assist with billing inquiries and policy-related questions
• Perform additional duties and projects as assigned

Requirements

• Commercial insurance experience required
• Experience supporting or managing commercial insurance accounts highly beneficial
• Commercial auto, transportation, or trucking insurance experience beneficial
• Strong client relationship management and customer service skills
• Ability to build trust and maintain long-term client relationships
• Experience working directly with clients, carriers, underwriters, and producers
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong organizational skills and attention to detail
• Proficiency with agency management systems and Microsoft Office applications
• Active Property & Casualty license required or ability to obtain as required
• Bachelor's degree beneficial
• Professional insurance designations such as CIC, CISR, CRM, ARM, or CPCU beneficial

Benefits