Commercial Lines Account Executive

IAG Insurance Services; Walnut Creek (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Infinity Assurance Group in California is seeking a Commercial Lines Account Executive to serve as the technical insurance expert supporting Producers, Account Managers, clients, and carrier partners. You will identify, evaluate, and mitigate risk while guiding policy structure and coverage strategy.

Engage in claims management, marketplace trends, and renewal strategies. The role emphasizes risk assessment, education of clients, and collaboration with a team that values ingenuity and

Qualifications

• Active Property & Casualty license in the state(s) in which business is conducted is required.
• Industry designations such as CPCU and/or ARM preferred.
• Minimum of 10 years of Commercial Property & Casualty insurance experience or related.

Responsibilities

• Act as trusted advisor to middle-market commercial clients across a variety of industries.
• Conduct in-depth reviews of policies, contracts, indemnification agreements, and risk exposures.
• Identify coverage gaps, contractual liabilities, and opportunities to strengthen insurance programs.
• Lead and manage the RFP process with insurance carriers and develop marketing strategies.
• Educate clients on complex insurance concepts in a clear, practical manner.
• Support Producers during new business opportunities and prospect presentations.

Skills

Risk assessment

Client advisory

Communication

Team mentorship

Time management

Education

Property & Casualty license (state)

CPCU/ARM designation

Tools

Applied Epic

Carrier portals

Insurance software

Job description

Since 1998, Infinity Assurance Group, headquartered in Ladera Ranch, CA, has been serving as risk experts to clients of all industries domestically all over the United States, and internationally with access to over 200 carriers. We build long-term relationships by providing advice on a consultative basis, rather than commoditizing insurance. Generally speaking, one size does not fit all. Equally as important are the long-term relationships we maintain with our insurance markets/carriers. This allows us to achieve greater benefits for our clients than other insurance brokerage firms.

IAG is an atmosphere where everyone cares about each other and functions as a work family without bureaucracy, always supporting one another. We want our employees to grow with us and have opportunities to excel in their roles. We value not only our clients but our employees as well and want IAG to be a place where people want to work and spend their time. IAG is a place people are attracted to, not contracted by.

About the Role:

As a Commercial Lines Account Executive, you'll serve as the technical insurance expert supporting Producers, Account Managers, clients, and carrier partners. You'll help clients identify, evaluate, and mitigate risk while providing expert guidance on policy structure, coverage strategy, claims management, and marketplace trends. If you're passionate about risk management, enjoy solving complex client challenges, and want to work alongside a team that values ingenuity, strategy, and resourcefulness, we'd love to meet you.

Key Responsibilities:

Client Advisory & Risk Management

• Act as a trusted advisor to middle-market commercial clients across a variety of industries.
• Conduct in-depth reviews of insurance policies, contracts, indemnification agreements, and risk exposures.
• Analyze client operations and develop proactive risk management recommendations.
• Identify coverage gaps, contractual liabilities, and opportunities to strengthen insurance programs.
• Educate clients on complex insurance concepts in a clear, practical, and easy-to-understand manner.
• Assist clients with claims analysis, reporting strategies, and coverage interpretation.
• Lead and manage the Request for Proposal (RFP) process with insurance carriers.
• Develop comprehensive marketing strategies designed to secure the best coverage, terms, and pricing available.
• Evaluate carrier proposals and create strategic recommendations for clients and internal partners.
• Participate in renewal strategy meetings and present marketplace insights, trends, and carrier developments.
• Support Producers during new business opportunities and prospect presentations.

Technical Leadership

• Serve as a subject matter expert on Commercial Property & Casualty coverages, underwriting, risk assessment, and market conditions.
• Provide mentoring, coaching, and technical guidance to Account Managers and service team members.
• Remain current on emerging industry trends, carrier appetite changes, legislative developments, and new coverage solutions.
• Support continuous process improvement and contribute ideas that enhance client experience and operational efficiency.

Relationship Management

• Build long-term relationships with clients, carriers, and internal stakeholders.
• Attend client meetings, site visits, carrier meetings, lunch-and-learns, and industry events.
• Partner closely with Producers to develop and execute client service strategies.
• Serve as an advocate for clients throughout the policy lifecycle and claims process.

Operational Excellence

• Prioritize and manage multiple client accounts, projects, and deadlines effectively.
• Maintain accurate electronic files and documentation in accordance with agency procedures.
• Utilize agency technology platforms, including Applied Epic, carrier portals, and other insurance software.
• Adhere to regulatory requirements, agency policies, and industry compliance standards.
• Support team members and provide backup coverage when needed.
• Participate in special projects and other duties as assigned.

Qualifications:

• Active Property & Casualty license in the state(s) in which business is conducted required
• Industry designations such as CPCU and/or ARM preferred
• Minimum of 10 years of Commercial Property & Casualty insurance experience, risk management consulting, underwriting, loss control, or related industry experience
• Extensive knowledge of commercial insurance coverage, policy interpretation, contractual risk transfer, indemnification, and claims management
• Experience managing middle-market commercial accounts
• Strong understanding of commercial marketing and renewal processes
• Proven experience advising clients on complex insurance and risk management strategies
• Demonstrated leadership, mentoring, or team development experience preferred
• Experience using the Applied Epic Agency Management System is required
• Proficiency with Microsoft Office Suite
• Excellent communication, client service, organizational, analytical, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Self-motivated, detail-oriented, and collaborative with a strong sense of ownership and accountability
• Ability to travel locally and occasionally overnight for client meetings, carrier visits, training, or other business-related activities
• Ability to pass a criminal background check, as permitted by law

Hours:

Monday - Friday, 8:30am to 5:00pm

Work Options:

This position is eligible for a hybrid work schedule for candidates who reside within a commutable distance of the office. California residents who reside more than 35 miles away from the designated office may be considered for a fully remote work arrangement.

• Competitive Compensation: $130,000-150,000 (based on expertise and experience)
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies:

Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.