Executive Assistant

Commercial Account Executive

Location: San Jose, CA (Hybrid 12 day onsite) Job Type: Direct Hire Salary: $90,000$110,000 Base + Variable Compensation (DOE)

Key Responsibilities

• Manage and retain a commercial insurance book of business valued at over $1 million in annual revenue.
• Lead the renewal process beginning approximately 150 day prior to policy expiration.
• Review insurance quotes, coverage options, and renewal proposals to ensure clients receive appropriate solutions.
• Present renewal strategies and policy recommendations to commercial clients.
• Build and maintain long-term relationships with clients through proactive account management.
• Partner with Producers, carriers, and internal service teams to deliver high-quality client service.
• Coordinate policy changes, endorsements, renewals, and claims support.
• Resolve client issues while ensuring timely and accurate service delivery.
• Identify opportunities to expand existing accounts through additional coverages and cross-selling.
• Conduct policy reviews and compliance audits to ensure accuracy and regulatory compliance.
• Mentor junior team members and provide guidance on best practices.
• Maintain accurate client records and policy information within agency management systems.

Required Qualifications

• Minimum 5 years of Commercial Property & Casualty insurance experience (or 10+ years with a High School Diploma/GED).
• Active Property & Casualty (P&C) License.
• Experience managing a commercial book of business valued at $1M+ in annual revenue.
• Previous experience as a Commercial Account Executive or Commercial Account Manager.
• Strong knowledge of commercial insurance products, policy structures, and renewal strategies.
• Excellent client relationship management and presentation.
• Strong verbal and written communication.
• Exceptional organizational and time management abilities.
• Proficiency with MS Office and agency management systems.