Account Executive
The Agency , Inc.
A well-established insurance firm is seeking an experienced Commercial Insurance Account Executive to join its team. The company is known for its relationship-driven approach, sophisticated insurance expertise, and commitment to delivering thoughtful solutions rather than treating coverage as a commodity. The organization offers the opportunity to work closely with clients, carriers, and colleagues in a collaborative, client-focused environment.
The Commercial Insurance Account Executive will help evaluate client needs, market and negotiate appropriate coverage, explain insurance options, and support strong long-term client relationships. The firm is particularly interested in seasoned professionals with strong technical insurance knowledge and the ability to confidently represent clients and present coverage solutions.
Key Responsibilities:
- Build and maintain trusted relationships with commercial insurance clients and insurance carriers.
- Review client exposures and insurance policies to understand coverage, identify potential gaps, and provide thoughtful policy critiques.
- Market and negotiate insurance placements with appropriate carriers and insurance markets.
- Present coverage options and explain policy terms, limits, exclusions, and recommendations clearly to clients.
- Coordinate with clients, carriers, and internal colleagues to support effective account management and service.
- Use technical insurance knowledge and sound judgment to help develop coverage solutions tailored to client needs.
- Communicate professionally and effectively in writing and in client-facing discussions and presentations.
- Support business growth by strengthening client relationships and identifying opportunities to deepen relationships where appropriate.
Required Qualifications:
- Preferably 10+ years of relevant commercial insurance or brokerage experience
- Strong technical understanding of commercial insurance coverage, policy language, and the brokerage process.
- Experience marketing and negotiating insurance business with carriers and presenting coverage recommendations to clients.
- Demonstrated ability to review policies, assess coverage, and communicate findings in a clear, practical manner.
- Established relationship-building skills and the ability to work effectively with clients, carriers, and colleagues.
- Excellent written and verbal communication, presentation, organizational, and problem-solving skills.
- Ability to manage multiple client and placement priorities while maintaining a high standard of service.
- A driven, adaptable mindset and a willingness to continue learning and developing professionally.
- Bachelor's Degree in Finance, Business, or related field preferred
This is an excellent opportunity for an experienced commercial insurance professional who wants to work with a relationship-focused firm, apply strong technical expertise, and contribute to lasting client relationships. For immediate consideration, please contact Allie Bradsky at The Agency Recruiting.
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