The Opportunity
This is a rare opportunity to step into a true leadership role within a growing commercial Property & Casualty insurance brokerage—without stepping into corporate bureaucracy.
Our client is intentionally building a firm where experienced professionals are trusted, heard, and empowered. Decisions are made close to the work. Clients are treated like long-term partners. Strong performers are given real responsibility, not boxed into narrow lanes.
They are seeking a senior Account Executive to lead the Commercial P&C practice, serve as the anchor for client relationships, and set the standard for how service is delivered as the firm continues to grow.
Why Experienced Professionals Find This Appealing
You will lead, not just service
Your judgment matters more than rigid process
You’ll have visibility, influence, and autonomy
You won’t be buried under layers of management
You can build something and see the impact of your work
If you’ve succeeded in larger organizations but miss clarity, trust, and momentum—or if you’ve thrived in entrepreneurial environments and want a bigger seat at the table—this role is built for you.
The Role
The Account Executive leads the Commercial P&C side of the brokerage, acting as the primary point of contact for key clients while partnering closely with 5–10 Producers. You will also lead and develop a service team of approximately 5 professionals, ensuring renewals run smoothly, clients feel supported, and internal execution stays strong.
This is a hands-on, visible role for someone who enjoys ownership, coaching others, and delivering a high-quality client experience without unnecessary complexity.
What You’ll Be Responsible For
Leading the Commercial P&C service function firmwide
Serving as the primary relationship owner for commercial clients
Owning the renewal process end-to-end, including strategy, timelines, negotiations, and presentations
Partnering with Producers to support renewals and new business
Managing, mentoring, and setting direction for a team of account managers/service professionals
Establishing service standards and ensuring consistent follow-through
Overseeing policy documentation, endorsements, certificates, and carrier compliance
Maintaining clean, accurate records in Applied Epic
Improving workflows and processes to support growth—without adding red tape
What Success Looks Like
Clients feel confident, informed, and well cared for
Producers trust that renewals and service are handled proactively
The service team is clear on priorities and supported in their work
The Commercial P&C operation runs smoothly, even as the firm grows
Required Qualifications
10+ years of experience in Commercial Property & Casualty insurance
Active Property & Casualty insurance license
Advanced Applied Epic experience required (daily, hands-on user)
Deep experience managing commercial renewals and client relationships
Proven ability to support multiple producers
Prior experience leading or mentoring service staff
Strong judgment, organization, and follow-through
Preferred Background
Experience in a growing or entrepreneurial brokerage environment
Strong carrier relationships and market credibility
Experience working with middle-market or complex commercial accounts
Next Steps
This search is being conducted on a confidential basis. Qualified professionals are encouraged to apply directly via the provided link. Individuals selected for the next steps will be contacted to discuss the opportunity and the client in more detail.