Commercial Lines Account Executive — Growth & Client Care

Foundation Risk Partners; San Rafael (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Generous PTO policy

Job summary

A leading insurance brokerage and consulting firm is seeking a Commercial Lines Account Executive for their Small Business Unit in San Rafael, CA. This role combines account management with significant growth opportunities, requiring advanced communication skills and a strong understanding of insurance products. Responsibilities include servicing commercial accounts, quoting new policies, and rural client interaction. Ideal candidates have at least 5 years of experience in the insurance industry and a Property & Casualty License. Comprehensive benefits are offered including health insurance and generous PTO.

Qualifications

• Minimum 5 years of related experience in the insurance industry.
• Knowledge of Applied Epic is highly preferred.
• Ability to analyze complex insurance situations.

Responsibilities

• Review existing commercial accounts for cross-selling opportunities.
• Daily servicing of assigned commercial accounts.
• Quote and bind new business from call-ins or referrals.
• Conduct client and prospect appointments.

Skills

Advanced communication skills

Knowledge of insurance products

Attention to detail

Client first attitude

Strong verbal and written skills

Ability to multitask

Education

High school diploma

College degree preferred

Property & Casualty License

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Applied Epic

Job description

A leading insurance brokerage and consulting firm is seeking a Commercial Lines Account Executive for their Small Business Unit in San Rafael, CA. This role combines account management with significant growth opportunities, requiring advanced communication skills and a strong understanding of insurance products. Responsibilities include servicing commercial accounts, quoting new policies, and rural client interaction. Ideal candidates have at least 5 years of experience in the insurance industry and a Property & Casualty License. Comprehensive benefits are offered including health insurance and generous PTO.