If you’re an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly translates into visibility and advancement.

This role sits at the center of client relationships for a growing commercial insurance brokerage preparing to scale significantly over the next few years. You’ll take ownership of a solid book, acting as the primary advisor to clients while ensuring service quality, retention, and operational execution stay ahead of growth.

This organization operates as a relationship-driven insurance brokerage supporting small to mid-sized businesses across industries such as restaurants, real estate, and construction. The culture is sales-oriented and growth-focused, where high performers are recognized and given room to expand their impact.

In this role, you will…

• Own day-to-day management of a commercial lines book, serving as the primary client contact
• Lead renewals, billing coordination, and ongoing service requests across multiple accounts
• Anticipate client needs and proactively guide coverage decisions and policy adjustments
• Maintain and optimize account data within EPIC and related systems
• Manage high-volume client communication with urgency and accuracy
• Support and guide junior team members or assigned support staff
• Contribute to operational scalability as the firm prepares to double in size

What we’re looking for

• 3–5+ years of small-business experience
• Active Property & Casualty (P&C) license (ENC required)
• Hands-on experience with EPIC (Applied Systems)
• Proven ability to manage a book of business independently
• Strong client-facing experience handling renewals, billing, and service

If you’re a Commercial Lines professional who can own a book, operate independently, and grow with a firm that’s scaling—this is the kind of role where your trajectory accelerates.

Let’s start a confidential conversation.