Senior Account Executive Lead

Success Matcher Recruitment; San Mateo (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Insurance Technology Company in San Mateo is seeking a Senior Account Executive Lead to own and build the client servicing function from the ground up. You will manage mid-market commercial accounts, guide renewals and COIs, and partner with engineering to leverage AI and automation to improve workflows.

This leadership role requires 7+ years in commercial P&C servicing, proven ability to create processes and playbooks, and a track record of mentoring teams in a fast-paced startup environment.

Qualifications

• 7+ years of commercial P&C servicing experience.
• Experience managing mid-market commercial accounts.
• Experience in construction, real estate, or manufacturing sectors.

Responsabilités

• Own ongoing relationships with mid-market commercial accounts.
• Manage renewals, COIs, endorsements, compliance questions, and day-to-day servicing.
• Support producers during sales-to-onboarding transition.
• Partner with engineering to identify servicing workflows improved by AI and automation.
• Build servicing standards, processes, and playbooks from scratch.
• Identify bottlenecks and recommend product improvements.
• Help scale the client book as the company grows.
• Hire, mentor, and eventually lead additional account executives.

Connaissances

Commercial P&C servicing

Mid-market accounts management

Team leadership

Client relationship

AI/automation in servicing

Process development

Startup adaptability

Description du poste

We're partnering with anInsurance Technology Company that is transforming how commercial insurance brokers manage complex risks.
We're looking for a Senior Account Executive Lead to become the first dedicated servicing hire and help build the client servicing function from the ground up.
This is an exciting opportunity for an experienced commercial P&C professional who wants significant ownership and the opportunity to influence client relationships, processes, product development, and team growth.

What You'll Do

• Own ongoing relationships with mid-market commercial insurance accounts
  
• Manage renewals, certificates of insurance, endorsements, compliance questions, and day-to-day servicing
  
• Support producers during the sales-to-onboarding transition
  
• Partner directly with engineering to identify servicing workflows that can be improved through AI and automation
  
• Build servicing standards, processes, and playbooks from scratch
  
• Identify operational bottlenecks and recommend product improvements
  
• Help scale the client book as the company grows
  
• Hire, mentor, and eventually lead additional account executives
  

What We're Looking For

• 7+ years of commercial P&C servicing experience
  
• Deep experience managing mid-market commercial accounts
  
• Experience serving clients in construction, real estate, and/or manufacturing
  
• Strong understanding of commercial P&C products, underwriting, claims, and compliance
  
• Experience with AI, automation, or technology-driven servicing transformation
  
• Demonstrated ability to build processes and playbooks from scratch
  
• Experience mentoring or leading teams
  
• Excellent client relationship and communication skills
  
• Comfortable working in a fast-paced, ambiguous startup environment
  
• Willing to work 4 days per week onsite in San Mateo