Account Executive, Commercial – Job Description

Position Summary

The Account Executive provides efficient, professional, and courteous service to Commercial Risk clients, partnering with internal teams to plan and execute tailored service strategies. This role builds strong client relationships, understands unique insurance needs, and supports retention, satisfaction, and growth by coordinating across service and sales functions. The position is both operational and client-facing, contributing directly to delivering a consistent, high-quality client experience aligned with organizational goals.

Key Responsibilities

Functional Leadership & Ownership

• Own day-to-day management of assigned client accounts and service plans
• Partner with Consultant/Client Executive to design, market, and select insurance programs
• Act as primary contact for clients and carriers on assigned accounts

Hands-On Execution & Delivery

• Prepare new business and renewal submissions
• Lead implementation of new lines of coverage and carrier changes
• Create presentation materials and deliver client meeting support

Reporting, Quality & Operational Support

• Manage renewal timelines and internal processes for book of business
• Ensure accuracy and completeness of account data within agency systems
• Maintain documentation and ensure timely delivery of services

Cross-Functional Partnership & Integration

• Collaborate with service, sales, and carrier partners to meet client needs
• Communicate key updates, renewal outcomes, and issues to internal teams
• Act as backup support across team members when needed

Growth, Change & Special Initiatives

• Support strategic client initiatives and evolving risk management strategies
• Assist with onboarding new clients and expanding coverage lines

Process Improvement & Best Practices

• Utilize agency management tools consistently and effectively
• Identify opportunities to improve workflows and client experience delivery

Accountability

• Deliver high-quality client service resulting in strong retention and satisfaction
• Ensure accuracy, timeliness, and compliance in account handling processes
• Maintain strong relationships with clients, carriers, and internal stakeholders
• Support team success through collaboration and proactive communication

Qualifications

Required

• 2+ years of experience in an insurance brokerage or similar role
• Active Property and Casualty License
• Strong analytical, problem-solving, and communication skills
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)

Preferred

• Experience managing Commercial Risk client accounts
• Proven ability to manage multiple priorities and deadlines
• Strong presentation and client-facing experience

Key Competencies

• Client Experience & Relationship Building
• Ownership & Accountability
• Communication & Collaboration
• Attention to Detail & Organization
• Problem Solving & Analytical Thinking
• Adaptability & Change Agility