Senior Account Executive

The Agency; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

The Agency is seeking a Senior Commercial Account Executive / Team Lead to act as a senior resource and departmental leader within its Commercial Lines team. This role is ideal for an experienced Property & Casualty Account Manager who can manage complex accounts while leading, mentoring, and supporting other Account Managers and CSRs.

You will continue to manage a book of business while taking on day-to-day leadership of the Commercial Lines service team, strengthening client relationships and

Qualifications

• Minimum 10+ years in Commercial Lines / Property & Casualty insurance.
• Experience as Senior Account Manager, Senior Commercial Account Executive, Team Lead, or similar senior brokerage role preferred.
• Proven ability to manage complex commercial accounts and client relationships.

Responsibilities

• Manage and retain a complex Commercial P&C book of business as a senior technical resource.
• Lead, mentor, and guide Commercial Account Managers and CSRs.
• Address complex coverage questions, renewals, carrier issues, and client service challenges.
• Review complex renewals to ensure accurate coverage solutions.
• Establish and enforce service standards, workflows, and accountability across the team.
• Identify inefficiencies and implement improvements to department processes and workflows.

Skills

Commercial P&C knowledge

Leadership

Mentoring

Client relationships

Team coaching

Tools

AMS360

Epic

Job description

A growing insurance brokerage is seeking a Senior Commercial Account Executive / Team Lead to serve as a senior resource and departmental leader within its Commercial Lines team. This opportunity is ideal for an experienced Property & Casualty Account Manager or Senior Account Manager who has demonstrated the ability to manage complex commercial accounts while also leading, mentoring, and supporting other Account Managers and CSRs.

The ideal candidate will bring a strong commercial brokerage background, technical P&C knowledge, and a proven history of leadership within an insurance agency environment. This individual will continue to manage a book of business while taking on additional responsibility for the day-to-day leadership, development, and effectiveness of the Commercial Lines service team.

Key Responsibilities:

• Manage and retain a complex Commercial P&C book of business while serving as a senior technical resource for the department
• Provide day-to-day leadership, guidance, and mentorship to Commercial Account Managers and CSRs
• Support the team with complex coverage questions, renewals, carrier issues, marketing strategies, and client service challenges
• Review and assist with complex commercial renewals to ensure accuracy, quality, and appropriate coverage solutions
• Help establish and maintain consistent service standards, workflows, and accountability across the Commercial Lines team
• Identify operational inefficiencies and implement practical improvements to department processes and workflows
• Assist with workload management and allocation across Account Managers and CSRs
• Coach and develop team members while helping establish best practices and technical standards
• Partner with Producers and agency leadership to support client retention, account growth, and effective insurance solutions
• Serve as a senior point of escalation for Account Managers and CSRs when complex client, coverage, or carrier issues arise
• Contribute to departmental initiatives and help strengthen the overall effectiveness of the Commercial Lines team
• Maintain direct responsibility for assigned client relationships and accounts while balancing departmental leadership responsibilities

Required Qualifications:

• 10+ years of Commercial Lines / Property & Casualty insurance experience
• Strong preference for candidates currently working or recently working as a Senior Account Manager, Senior Commercial Account Executive, Team Lead, or similar senior-level brokerage professional
• Proven experience managing complex commercial accounts and client relationships
• Commercial insurance brokerage/agency experience required
• Strong understanding of Commercial P&C coverages, markets, underwriting, and carrier relationships
• Demonstrated experience mentoring, coaching, leading, or supervising other Account Managers, CSRs, or insurance professionals
• Ability to manage a book of business while taking on broader departmental leadership responsibilities
• Experience with commercial insurance marketing and renewal strategies
• Experience with AMS360, Epic, or a similar agency management system
• Strong organizational, communication, problem-solving, and relationship-management skills
• Professional designation such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred

This is a strong opportunity for an experienced Commercial Lines professional seeking a technical leadership role with responsibility for complex client relationships, team development, process improvement, and continued growth within an expanding insurance organization.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.