Senior Insurance Account Executive: Client Growth & Renewals

Colonial Group; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Colonial Group in Irvine, CA is seeking an experienced Account Manager to act as the primary liaison for producer-assigned accounts, oversee service delivery, and grow the book of business.

You will manage client relationships, coordinate a service team, and pursue renewal opportunities while identifying cross-sell options across lines of coverage. Strong communication and organization are essential. This role also involves negotiating with carriers and ensuring contract accuracy.

Qualifications

• Bachelor's degree or equivalent (education requirement).
• Eight (8) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Manages client required services and maintains client relationships with minimal input from Producers.
• Directs a service team to manage mid-market book of business.
• Receives and develops new business leads or identifies cross-sell opportunities.
• Acts as direct point of contact for client from lead through service delivery.
• Leads client renewals and proposals; negotiates with carriers as needed.
• Ensures data integrity in the agency management system and related contracts.

Skills

Verbal & written communication

Problem solving

Team collaboration

Planning & organization

MS Office

Education

Bachelor's degree or equivalent

Job description

Colonial Group in Irvine, CA is seeking an experienced Account Manager to act as the primary liaison for producer-assigned accounts, oversee service delivery, and grow the book of business.

You will manage client relationships, coordinate a service team, and pursue renewal opportunities while identifying cross-sell options across lines of coverage. Strong communication and organization are essential. This role also involves negotiating with carriers and ensuring contract accuracy.