About Us

We are a fast-growing insurance brokerage and risk management firm committed to helping organizations safeguard what matters most. Our capabilities include Property & Casualty, Employee Benefits, Corporate Wellness, and Risk Management. What truly differentiates us, however, is our belief that knowledge is the best insurance.

We take pride in serving as both trusted advisors and educators helping clients make informed decisions while building long-term partnerships rooted in service, trust, and creative problem-solving.

Position Overview

We’re seeking a motivated, service-driven Commercial Lines Account Executive to play a key role in supporting and retaining client relationships while contributing to new business growth. This position serves as the primary day-to-day contact for clients, working closely with producers and leveraging strong Property & Casualty expertise to deliver customized insurance solutions and exceptional service.

This role is open to remote candidates located in AZ, CA, CO, ID, UT, or NM.

What You’ll Do

• Partner with clients to evaluate exposures and develop insurance programs aligned with their business goals and risk profile.
• Act as the main point of contact for client service needs, involving producers for higher-level strategy and consultation when needed.
• Educate clients on coverage options by considering operational needs, loss experience, and current market conditions.
• Build and maintain strong carrier relationships to secure accurate, timely quotes, proposals, and policies.
• Support producers with new business placements and ensure a seamless handoff from binding through ongoing account management.
• Manage renewals from start to finish, including marketing, reviewing coverage, and identifying opportunities to grow and strengthen accounts.
• Provide mentorship and support to team members, contributing to a collaborative and team-oriented culture.
• Maintain consistent and detailed documentation in AMS360, ensuring client activity and communication are thoroughly captured.

What We’re Looking For

• 10+ years of experience servicing commercial accounts (renewals, marketing, billing, endorsements, certificates, proposals, etc.).
• Strong technical understanding of commercial insurance coverages and rating.
• Currently pursuing or willing to complete a CIC designation (or comparable certification) within two years.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to clearly explain complex insurance topics.
• Detail-focused, accurate, and capable of handling a high-volume workload.
• Professional demeanor with a strong customer-service mindset.
• Experience with AMS360 preferred; will also consider experience with other AMS platforms such as Applied EPIC, Vertafore, etc.
• Active Property & Casualty license required.
• High school diploma or GED required; bachelor’s degree preferred.

Compensation & Benefits

• Competitive base salary plus performance-based incentives
• Medical, dental, and vision coverage
• Paid vacation, holidays, and sick time
• 4.5% 401(k) contribution (subject to IRS limits)
• Tuition reimbursement for continuing education
• Clear opportunities for career development and advancement