Account Executive

The Agency; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

The Agency in New York seeks an experienced Commercial Insurance Account Executive to deepen client relationships, evaluate exposures, and present tailored coverage solutions. You will work closely with clients, carriers, and colleagues to deliver thoughtful, market-connected recommendations that fit long-term objectives.

You will market and negotiate placements, review policies for gaps, and communicate complex terms clearly to clients.

Qualifications

• 10+ years of commercial insurance or brokerage experience.
• Strong understanding of coverage, policy language and brokerage processes.
• Experience marketing and negotiating with carriers; presenting coverage to clients.
• Ability to review policies, assess coverage, and communicate findings clearly.
• Relationship-building with clients, carriers, and colleagues.
• Excellent written and verbal communication, presentation, and organizational skills.
• Bachelor's degree in Finance, Business, or related field preferred.

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.

Skills

Relationship building

Negotiation

Policy analysis

Communication

Presentation

Multitasking

Client management

Education

Bachelor's degree in Finance/Business

Job description

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