Job title: Commercial Lines Account Executive
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Executive
Location: Costa Mesa, CA
Job published: 05/30/2025
Job ID: 137160

Job Description

Job Summary

We are seeking a dynamic and experienced Commercial Lines Account Executive to join our team. The Account Executive will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional customer service, and driving growth.

Responsibilities

  • Manage a portfolio of commercial insurance accounts, serving as the primary point of contact for clients
  • Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions
  • Identify opportunities for account growth and cross-selling of insurance products
  • Develop and implement strategic plans to acquire new clients and expand the business
  • Stay updated on industry trends, market conditions, and regulatory changes
  • Collaborate with underwriters and other team members to ensure seamless delivery of insurance products and services
  • Prepare and present proposals, reports, and client presentations
  • Ensure compliance with company policies, procedures, and regulatory requirements

Qualifications/Requirements

  • Holds an active P&C (Property and Casualty) insurance license
  • 10+ years of relevant insurance industry experience preferred
  • Large Property experience and familiarity with managing a property schedule and dealing with multiple layers of coverage – required
  • Knowledge of commercial insurance products and industry regulations
  • Strong sales and negotiation skills with a proven track record of achieving targets
  • Excellent communication and interpersonal abilities
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Proficiency in insurance management software and MS Office suite

Compensation Package

  • Compensation: Between $130k-$200k (based on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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