Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and motivated Commercial Lines Account Executive to join a team. This role is pivotal in managing and growing a portfolio of middle-market and large commercial clients, with a strong focus on property and real estate accounts. The ideal candidate will bring advanced technical expertise, exceptional client relationship management skills, and a proven track record in complex property risk placement. This is a hybrid position, requiring three days in the office per week.

Compensation Package

• Salary Range: $200,000 - $250,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Lead the design, placement, and execution of complex property insurance and risk management programs for middle-market and large commercial clients.
• Serve as the senior client relationship manager, providing strategic consultation, coverage design, benchmarking, and risk mitigation guidance.
• Collaborate with producers, practice leaders, and carrier partners to develop innovative insurance solutions and maximize market leverage.
• Oversee renewal and new business strategies, including market selection, submission strategy, negotiation, and final program structure.
• Act as a senior technical resource and mentor for account management teams, ensuring high service standards and technical excellence.
• Provide executive-level claims advocacy, coverage consultation, and exposure analysis.
• Maintain deep expertise in property market trends, underwriting appetites, and emerging risks.
• Drive account expansion through cross-sell initiatives and consultative risk management strategies.

Qualifications/Requirements

• Minimum of 10+ years of progressive commercial insurance experience, with a strong emphasis on complex property risk placement.
• Proven success in managing large, sophisticated middle-market and national accounts.
• Advanced technical expertise in commercial property coverage, policy forms, catastrophe modeling, and risk analytics.
• Strong executive presence with the ability to advise C-suite and senior risk leaders effectively.
• Active Property & Casualty (P&C) license is required.
• Proficiency in AMS360 software is preferred.

#LI-MB6

Commercial Lines Account Executive

Job Overview:

The Commercial Lines Account Executive is responsible for managing and servicing the commercial insurance accounts of clients, ensuring that their coverage needs are met and maintained. This role involves building and maintaining strong relationships with clients, insurance carriers, and internal teams, while also identifying opportunities for new business growth. Competitive salary: $100-150K.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong, long-lasting relationships with existing commercial clients. Serve as the primary point of contact for client inquiries, coverage questions, and service issues.

• Policy Administration: Assist clients with the preparation, renewal, and modification of commercial insurance policies. Ensure accurate and timely processing of policy changes, endorsements, and claims.

• Risk Assessment & Recommendations: Analyze client business needs, evaluate risks, and offer recommendations on appropriate insurance products and coverage options to mitigate exposure.

• New Business Development: Actively prospect and generate new commercial lines business opportunities by identifying leads, building a pipeline, and closing sales.

• Carrier Coordination: Work closely with insurance carriers to obtain quotes, negotiate terms, and place coverage with the most appropriate carrier.

• Compliance & Documentation: Ensure that all necessary documentation is completed accurately, in compliance with regulatory requirements, and in a timely manner. Maintain thorough records of client interactions, transactions, and coverage details.

• Claims Support: Assist clients with the claims process by providing guidance, working with claims adjusters, and ensuring that claims are processed smoothly and efficiently.

• Collaboration: Work closely with internal teams, such as underwriting, service, and claims departments, to ensure seamless service delivery to clients.

Qualifications:

• Education: Bachelor’s degree in business, finance, or related field (preferred).

• Experience:

  • Minimum of 3-5 years of experience in commercial insurance or a related field.
  • Strong understanding of commercial lines policies, coverage options, and the insurance marketplace.

• Licensing: Required state licensure in Property and Casualty Insurance.

• Skills:

  • Excellent communication and interpersonal skills with a customer-focused approach.
  • Strong organizational and time-management skills.
  • Ability to work independently and as part of a team.
  • Proficient in using insurance agency management systems and Microsoft Office Suite.

• Other Attributes:

  • Strong attention to detail and problem-solving abilities.
  • Ability to handle multiple priorities and meet deadlines.
  • Sales-oriented with a drive to build new business opportunities.

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High Net Worth Account Executive

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Executive to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Compensation Package

• Salary Range: $85,000 - $125,000 per year
• Benefits: Comprehensive benefits package offered

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
• Support producers in managing and retaining client accounts
• Market new and renewal business, ensuring competitive and comprehensive coverage options
• Collaborate with Account Managers to deliver exceptional client experiences
• Utilize AMS360 software to manage accounts and streamline processes
• Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 7 years of experience in high net worth account management
• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure
• Expertise: Strong knowledge of high net worth insurance products and services
• Location: Must be within a 2-2.5 hour drive of Bethesda and willing to attend monthly in-office meetings
• Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment

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Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a team. The ideal candidate will have a strong background in commercial lines account management, a proactive approach to handling client needs, and the ability to manage accounts from start to finish.

Compensation Package

• Salary Range: $65,000 - $85,000 per year (commensurate with experience)
• Benefits: Comprehensive medical, dental, and vision insurance; short-term and long-term disability coverage

Responsibilities

• Manage a $3-4 million book of business, handling accounts with premiums ranging from $10,000 to $100,000.
• Provide end-to-end account management, including quoting new and renewal business, policy servicing, and addressing client inquiries.
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency.
• Handle a variety of account types, including but not limited to restaurants, contractors, and general commercial accounts (excluding trucking).
• Utilize EPIC software to manage client accounts and documentation.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience as a Commercial Lines Account Manager, with a proven ability to manage accounts independently.
• Skills: Strong organizational skills, attention to detail, and the ability to handle multiple tasks simultaneously.
• Technical Proficiency: Experience with EPIC software is preferred.
• Work Ethic: Self-motivated, proactive, and comfortable managing accounts without additional CSR support.
• Location: Must reside in Virginia, with a preference for candidates located closer to the office.

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High Net Worth Account Executive:

One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. 

The Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all Personal and High Net Worth lines insurance.

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. 
• Address client questions regarding premiums and billing statements
• Provide claims counseling and assistance during the claim settlement process
• Assist client with completion of applications, risk profile assessments and renewal 
  questionnaires
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
• Re-market client policy renewals as needed given client need and/or current market conditions
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client
• Implement new/renewal program and provide client with detailed evidence of coverage
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
  

Competencies & Qualifications: 

The qualified candidate must have:

• 10+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE
• HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht
• Proper insurance licenses
• Experience with AMS 360, Excel, Word and general computer skills
• Strong communication skills, work well in a team orientated environment and under pressure
• Good leadership, analytical and organizational skills

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Commercial Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Account Executive to join a growing team. This role focuses on servicing Middle Market and Large Market Commercial P&C accounts, with a specialization in heavy Habitational exposure and high-value property risks. As a key member of a team, you will manage day-to-day client needs, handle renewals, and partner closely with Producers to deliver exceptional service. If you are a self-motivated professional with a passion for the insurance industry, we encourage you to apply.

Compensation Package

• Salary: Competitive and commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Additional Compensation:
  • Opportunity to earn commissions based on performance.
  • Compensation structure aligned with Producers, with adjusted percentage splits.

Responsibilities

• Manage and service a portfolio of Middle Market and Large Market Commercial P&C accounts.
• Handle renewals and ensure timely and accurate account management.
• Collaborate with Producers to address client needs and develop tailored solutions.
• Provide exceptional customer service and maintain strong client relationships.
• Utilize Applied EPIC software to manage accounts and streamline processes.
• Operate within an alpha split servicing model to ensure efficient account handling.

Qualifications/Requirements

• Experience:
  • Minimum of 10+ years in Commercial Lines Account Management or Account Executive roles.
  • Proven expertise in handling Habitational accounts and high-value property risks.
• Technical Skills:
  • Proficiency in Applied EPIC software.
• Licenses/Certifications:
  • Active and relevant insurance licenses (as required by state regulations).
• Soft Skills:
  • Self-motivated with strong organizational abilities.
  • Excellent interpersonal and communication skills.
  • Ability to thrive in a fast-paced, entrepreneurial environment.
  • Team-oriented with minimal need for supervision.

Work Environment

• Location: Hybrid work model, with in-office presence required on Tuesdays and Thursdays.
• Travel: Minimal travel required; AEs are not expected to accompany Producers on client visits.

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Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Benefits Account Executive to join a dynamic and growing team. This role involves managing a portfolio of large market clients, providing end-to-end servicing, and building strong relationships with stakeholders. The ideal candidate will have a proven track record in handling large group and/or self-funded accounts, exceptional communication skills, and a commitment to delivering outstanding client service. This position offers a hybrid work environment after an initial period and requires occasional out-of-state travel.

Compensation Package

• Salary: Competitive, up to $150,000 (DOE)
• Bonus: Discretionary annual bonus based on company and individual performance
• Ownership: Employee ownership in the company with quarterly dividend payouts
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Hybrid (4 days on-site, 1 day remote) after an initial period; office locations in Boca Raton, Fort Lauderdale, or Miami Lakes

Responsibilities

• Manage a portfolio of large market clients (100-500 lives) with a book of business valued at $1M-$2M.
• Provide A-Z servicing for clients, including preparing for renewals, quoting new and renewal business, and supporting agency operations.
• Build and maintain strong relationships with clients, including out-of-state accounts in New York and Connecticut.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Travel 10-20% of the time to meet with clients and stakeholders.
• Support the agency’s growth initiatives and contribute to its success.

Qualifications/Requirements

• Licenses/Certifications: Active 2-15 license required.
• Experience: Minimum of 5 years of experience managing large group and/or self-funded accounts.
• Technical Skills: Proficiency in AMS360 and Employee Navigator software.
• Education: Relevant educational background preferred.
• Soft Skills:
  • Strong communication and interpersonal skills
  • Excellent organizational and time management abilities
  • Problem-solving mindset with attention to detail
  • Ability to work collaboratively in a team environment
  • Client-focused with a commitment to delivering exceptional service

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Vice President, Northeast – Employee Benefits Consulting (New York Metro / Long Island)

The Opportunity

An established employee benefits consulting practice is seeking a Northeast Vice President to assume stewardship of a mature, high-value portfolio of public sector and union clients throughout the New York Metro and Long Island markets.

This role offers a unique succession opportunity, working alongside a senior consultant during a structured transition period while inheriting responsibility for a significant book of business serving school districts, municipalities, and labor organizations.

The successful candidate will focus on client retention, strategic consulting, compliance leadership, business development, and regional market expansion while helping clients navigate an increasingly complex employee benefits landscape.

Why This Role Matters

The Northeast public sector and union benefits market is highly relationship-driven and compliance-intensive. This position will serve as a trusted advisor to long-standing clients while identifying opportunities to expand consulting services, strengthen client outcomes, and drive regional growth.

This is an opportunity to step into an established leadership role with significant visibility, strong client relationships, and a clear path for long-term impact.

Key Responsibilities

Client Relationship Management

• Assume responsibility for an established employee benefits consulting portfolio valued at more than $2 million in annual revenue.
• Maintain exceptional client satisfaction and retention through proactive relationship management.
• Serve as the primary strategic advisor for public sector, municipal, school district, and union clients.

Succession & Transition Leadership

• Partner closely with a senior consultant during a structured transition period.
• Facilitate relationship transfers, knowledge capture, and continuity planning.
• Ensure a seamless experience for clients throughout the transition process.

Compliance & Advisory Expertise

• Provide guidance on ACA reporting, ERISA, HIPAA, and other employee benefits compliance requirements.
• Advise clients on public sector and collectively bargained benefits environments.
• Monitor regulatory developments and communicate implications to clients.

Business Growth & Cross-Selling

• Identify opportunities to expand existing client relationships through additional consulting and advisory services.
• Promote solutions including self-funded plan consulting, analytics, benchmarking, pharmacy strategies, financial reporting, compliance support, and related offerings.
• Drive revenue growth through both client expansion and new business development.

Business Development

• Build and maintain a strong pipeline of prospective public sector and union clients throughout the New York Metro and Long Island region.
• Develop relationships with key market stakeholders and referral sources.
• Represent the organization within industry associations and professional networks.

Team Leadership

• Collaborate with account management and service teams to deliver exceptional client experiences.
• Mentor and support team members while promoting accountability, continuous improvement, and client-focused service standards.

Qualifications

Required

• 10+ years of employee benefits consulting, brokerage, or advisory experience.
• Minimum 5 years in a senior client-facing leadership role with direct account ownership.
• Strong expertise in ACA reporting and employee benefits compliance.
• Demonstrated responsibility for managing a book of business exceeding $1 million in annual revenue.
• Established presence and professional network within the New York region.
• Experience serving public sector, municipal, school district, union, or multiemployer clients.
• Active New York Life & Health Insurance License.

Preferred

• Existing relationships with Long Island school districts, public-sector organizations, or employee benefit trusts.
• Advanced expertise in ACA compliance and reporting strategies.
• Experience leading teams while maintaining direct client responsibilities.
• Background navigating organizational growth, acquisitions, integrations, or business transitions.

What Success Looks Like

Year 1

• Successfully transition and retain 95%+ of the inherited client portfolio.
• Establish trusted relationships across key accounts.
• Generate initial cross-selling and account expansion opportunities.

Year 2

• Deliver measurable revenue growth from existing and new client relationships.
• Become a recognized leader within the New York public sector benefits market.
• Expand regional influence and business development activity.

Year 3

• Drive sustained regional growth and profitability.
• Develop additional team capacity to support expansion.
• Establish a strong pipeline of public sector and union opportunities.

Position Details

• Location: Long Island or New York Metro area (hybrid work environment)
• Travel: Regional travel required throughout the New York market
• Compensation: Competitive base salary, performance incentives, and revenue-based compensation opportunities
• Benefits: Comprehensive benefits package, retirement plan, and long-term growth opportunities

About the Organization

Our client is a growing employee benefits consulting platform serving employers, public sector organizations, and labor groups across the United States. The firm combines deep industry expertise, advanced analytics, compliance resources, and consultative service to help clients design and manage effective employee benefits programs.

The organization is committed to building long-term client relationships through integrity, accountability, continuous improvement, and exceptional service.

Agency Operations Manager

Job Summary

Seeking a highly skilled and experienced Agency Operations Manager to lead and optimize a operational processes. This is a pivotal role that will focus on enhancing efficiency, standardizing procedures, and driving innovation within a agency. The ideal candidate will have a proven track record in operations management, a strategic mindset, and the ability to lead a team of account managers effectively.

Compensation Package

• Salary Range: $125,000 - $150,000
• Competitive benefits package, including health insurance

Responsibilities

As the Agency Operations Manager, you will:

• Lead and manage a team of account managers, ensuring adherence to standard operating procedures and best practices.
• Drive the automation of the renewal process to improve efficiency and accuracy.
• Oversee the implementation of an insured portal to enhance client experience and accessibility.
• Standardize insurance proposal formats to ensure consistency and professionalism.
• Develop and execute strategies to improve the agency’s social media presence and digital footprint.
• Collaborate with leadership to identify and implement process improvements across the organization.
• Monitor and evaluate operational performance, providing actionable insights and recommendations.

Qualifications/Requirements

To be successful in this role, you should possess:

• Proven experience in operations management, preferably within an agency or similar environment.
• Familiarity with agency management systems such as Sagitta is a plus but not required.
• Strong leadership and team management skills, with the ability to inspire and motivate others.
• Exceptional organizational and problem-solving abilities.
• A strategic mindset with a focus on process improvement and efficiency.
• Excellent communication and interpersonal skills.
• Proficiency in leveraging technology and tools to streamline operations.

#LI-EL1

Commercial Lines Placement Manager 

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service.

Compensation Package

• Salary: Up to $170,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.
• Hybrid/Remote out of Suffolk County

Responsibilities

• Manage and service a book of business with $25,000 in revenue and $250,000 in premium.
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

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