Commercial Insurance Account Executive

The Jonus Group•San Diego, CA

About The Position

Seeking a dynamic and results-driven Commercial Insurance Account Executive to join a growing team. In this role, the primary focus will be on acting as a trusted advisor to clients, building relationships, and providing tailored commercial insurance solutions aligned with their business requirements. This position plays a vital role in driving business growth, delivering exceptional client service, and managing new and existing accounts seamlessly.

Requirements

Proven experience as an Account Executive or in a similar role within the commercial insurance industry.
Strong knowledge of commercial insurance products, policies, and market trends.
Exceptional interpersonal and communication skills, with the ability to influence and build relationships at all organizational levels.
Detail-oriented with strong organizational and time management skills to handle multiple accounts simultaneously.
Goal-oriented and self-motivated with a demonstrated ability to meet and exceed sales and client retention targets.
Familiarity with insurance sales tools, CRM software, and risk management practices.
Ability to analyze risk exposures and negotiate favorable terms and pricing on behalf of clients.
Holds an active P&C (Property and Casualty) insurance license.

Responsibilities

Build and maintain strong, lasting relationships with new and existing clients, serving as their primary point of contact for commercial insurance needs.
Collaborate with clients to assess their insurance requirements, review risks, and recommend appropriate coverage and policies that meet their business goals.
Prepare and present proposals for new business opportunities and renewal packages, ensuring customized solutions for each client.
Work closely with insurance carriers to negotiate policy terms, premiums, and ensure placement of coverage.
Monitor and manage the accounts of assigned clients, staying ahead of any service requirements, policy changes, and renewals.
Proactively identify opportunities for cross-sell, up-sell, and expansion of insurance coverage to address evolving client needs.
Work in partnership with internal teams, including underwriters, claims specialists, and support staff, to deliver seamless and efficient client service.
Stay informed of industry trends, market conditions, and new insurance products to offer the best solutions to customers.
Work to achieve personal and team targets while maintaining a high level of customer satisfaction.
Ensure compliance with all legal and regulatory requirements related to insurance policies and practices.