Commercial Insurance Broker

Base pay range

$/yr - $/yr

Annual Bonus

We are targeting a senior account executive for a top 5 national privately held retail broker for a national technology practice. This role can be housed hybrid out of San Francisco, LA, San Diego, Seattle, Denver, Orange County or Phoenix.

The Senior Account Executive is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing and marketing complex Clients' accounts innovatively and efficiently. This position shall also coordinate internal resources and develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

• Understand and perform marketing and account services to provide the broadest and most competitive quality product for clients.
• Informed of the client's overall business, operations, and risk management needs; anticipate when and how to respond.
• Advanced knowledge of insurance industry developments and all products available in the insurance marketplace.
• Develop and maintain dependable working relationships with carriers and other providers.
• Manage marketing strategies and selection for complex new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new business.
• Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client.
• Coordinate the renewal of current client business:
  • Provide a renewal notice to Producer and set up renewal meeting 120 days prior.
  • Arrange and perform renewal presentation to the client.
  • Bind coverage with underwriters before expiration.
  • Make instructions for renewal to the company.
  • Process renewal account with the assistance of the Account Administrator and Account Manager.
• Undertake responsibility for new business as directed.
• Respond to and fulfill the requirements generated by the Renewal Assistance Program (RAP) report; update the RAP Report when a task is completed.
• Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates. Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and others.
• Process policy endorsements with the assistance of the Account Administrator and Account Manager.
• Arrange for loss run schedules for clients, when appropriate.

• Mid-Senior level

• Full-time

• Marketing, Project Management, and Customer Service

• Insurance, Insurance Agencies and Brokerages, and Insurance Carriers

• Medical insurance
• Pension plan
• Paid paternity leave
• Tuition assistance
• Disability insurance
• Student loan assistance
• Paid maternity leave
• 401(k)
• Vision insurance
• Child care support