Senior Account Executive

Senior Commercial Account Executive / Team Lead

A growing insurance brokerage is seeking a Senior Commercial Account Executive / Team Lead to serve as a senior resource and departmental leader within its Commercial Lines team. This opportunity is ideal for an experienced Property & Casualty Account Manager or Senior Account Manager who has demonstrated the ability to manage complex commercial accounts while also leading, mentoring, and supporting other Account Managers and CSRs.

The ideal candidate will bring a strong commercial brokerage background, technical P&C knowledge, and a proven history of leadership within an insurance agency environment. This individual will continue to manage a book of business while taking on additional responsibility for the day-to-day leadership, development, and effectiveness of the Commercial Lines service team.

Key Responsibilities:

• Manage and retain a complex Commercial P&C book of business while serving as a senior technical resource for the department
• Provide day-to-day leadership, guidance, and mentorship to Commercial Account Managers and CSRs
• Support the team with complex coverage questions, renewals, carrier issues, marketing strategies, and client service challenges
• Review and assist with complex commercial renewals to ensure accuracy, quality, and appropriate coverage solutions
• Help establish and maintain consistent service standards, workflows, and accountability across the Commercial Lines team
• Identify operational inefficiencies and implement practical improvements to department processes and workflows
• Assist with workload management and allocation across Account Managers and CSRs
• Coach and develop team members while helping establish best practices and technical standards
• Partner with Producers and agency leadership to support client retention, account growth, and effective insurance solutions
• Serve as a senior point of escalation for Account Managers and CSRs when complex client, coverage, or carrier issues arise
• Contribute to departmental initiatives and help strengthen the overall effectiveness of the Commercial Lines team
• Maintain direct responsibility for assigned client relationships and accounts while balancing departmental leadership responsibilities

Required Qualifications:

• 10+ years of Commercial Lines / Property & Casualty insurance experience
• Strong preference for candidates currently working or recently working as a Senior Account Manager, Senior Commercial Account Executive, Team Lead, or similar senior-level brokerage professional
• Proven experience managing complex commercial accounts and client relationships
• Commercial insurance brokerage/agency experience required
• Active California Property & Casualty License
• Strong understanding of Commercial P&C coverages, markets, underwriting, and carrier relationships
• Demonstrated experience mentoring, coaching, leading, or supervising other Account Managers, CSRs, or insurance professionals
• Ability to manage a book of business while taking on broader departmental leadership responsibilities
• Experience with commercial insurance marketing and renewal strategies
• Experience with AMS360, Epic, or a similar agency management system
• Strong organizational, communication, problem-solving, and relationship-management skills
• Professional designation such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred

This is a strong opportunity for an experienced Commercial Lines professional seeking a technical leadership role with responsibility for complex client relationships, team development, process improvement, and continued growth within an expanding insurance organization. For immediate consideration, please contact Kyle Meyer directly.

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