Commercial Lines Account Executive

Company Overview:
With over 70 years of industry experience, this leading brokerage has a deep understanding of clients’ business challenges and opportunities. As a multi-generational, family-driven organization, the company is focused on client service and builds strong relationships with a diverse set of businesses and individuals, addressing their insurance, risk management, and employee benefits needs.

Position Overview:
We are seeking an experienced Commercial Lines Account Executive to provide dedicated support, advice, and consultation to insurance clients in the middle to large market space. This role involves close collaboration with assigned clients and prospects, delivering tailored Property & Casualty (P&C) insurance solutions. The position functions as a hybrid between a Producer and an Account Manager, with a strong focus on client retention and consultation.

Work Arrangement:
This is a full-time, hybrid position based out of Huntington Beach, CA.

Professional Responsibilities:

• Provide comprehensive consultation and support across property and casualty insurance lines.
• Maintain ongoing communication with clients to ensure their needs are met.
• Take on a leadership role in managing a book of business and expiration lists, offering strategic account management and insurance solutions.
• Respond promptly to client requests, such as policy and contract reviews, claims, and other insurance-related matters.
• Protect client and company records, maintaining confidentiality at all times.
• Collaborate with Producers and Account Managers to problem-solve and secure insurance placements.
• Schedule and lead regular client meetings, including pre-renewal and renewal discussions.
• Assist with insurance underwriting and carrier negotiations for quotes and placement.
• Present renewal proposals to clients, offering recommendations and insights.
• Conduct data analysis and workers’ compensation reviews as needed.
• Attend industry meetings to stay current on developments and trends.
• Participate in client and carrier loss control visits and claims reviews, ensuring effective communication.

Qualifications and Requirements:

• Bachelor’s degree in a business-related field.
• 5+ years of experience in commercial lines insurance, with a focus on account management, risk management, and/or production/sales.
• Active California Property and Casualty Insurance License.
• Leadership experience managing large clients and providing top-tier service.
• Strong understanding of risk management principles and property/casualty insurance.
• Proven ability to build and maintain client relationships, offering customized insurance solutions.
• Proficiency with CRM systems, Microsoft Office, and other client management tools.
• Excellent communication, organizational, and project management skills.
• Critical thinking and problem-solving abilities to develop client solutions.
• Commitment to staying updated on industry trends and regulations.
• Ability to travel as needed, primarily within Southern California and Arizona.
• Authorized to work in the U.S. without sponsorship.

Benefits Overview:
The company offers a comprehensive health and welfare program, including medical, dental, and vision benefits, flexible spending accounts, and a 401(k) plan with a competitive match. Employees are eligible for benefits the first of the month following 30 days of employment, along with other perks like paid parental leave, paid holidays, and a flexible PTO policy.