Account Executive

Role Overview

• Independently manage a commercial book of business
• Serve as primary point of contact for moderate-sized accounts, including a minimum of two Commercial Top 50 accounts
• Lead marketing efforts, renewal negotiations, and carrier strategy to secure optimal outcomes
• Conduct in-depth coverage analysis and develop tailored risk management solutions
• Drive retention initiatives and identify opportunities for account rounding and upselling
• Collaborate with Senior Account Managers and support staff to ensure operational efficiency and client satisfaction
• Navigate accounts across diverse industries (not limited to niche sectors)
• Support entertainment-related accounts and complex business models as needed
• Utilize the Agency Management System (AMS) to manage workflows and documentation (experience required)
• Participate in quarterly (or biannual) in-person meetings if remote; Calabasas-based team members work in-office two days per week
• Perform additional duties, projects, and research as assigned

Requirements

• Minimum of 10 years (15 years preferred) of commercial insurance experience
• Valid Property & Casualty license (required)
• CIC designation preferred or currently in progress
• Demonstrated success managing and growing a moderate-sized book of business
• Strong technical expertise across multiple lines of business
• Experience working across a variety of industries (not solely niche-focused)
• Proficiency with an Agency Management System (AMS) is mandatory
• Ability to operate independently with high accountability and accuracy
• Excellent written and verbal communication skills
• Strong organizational and prioritization skills in a fast-paced environment
• Stable career progression
• Must be able to work California business hours
• Occasional travel may be required.

Benefits

• Comprehensive health, dental, and vision coverage
• Flexible Spending Accounts (FSA) traditional and dependent care
• Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Worldwide Travel Assistance Program
• Vacation Time
• 3 Floating Holidays
• Sick Leave
• Observed Holidays
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
• Employee Assistance & Employee Discount Programs
• Professional development opportunities, including tuition reimbursement and in-house education classes
• Career advancement opportunities
• Flexible work arrangements, including remote work options