Commercial Insurance Account Executive | Property & Casualty

CBIZ•Kansas City, MO

1d•Hybrid

About The Position

The Commercial Insurance Account Executive will be responsible for building and maintaining strong relationships with mid-to-large, complex commercial clients. This role serves as the primary client contact, quarterbacking all client service activities and coordinating internal resources to deliver a seamless experience. The executive will develop a deep understanding of client industries and risk profiles to provide tailored insurance and risk management solutions. This includes leading renewal and marketing strategies for complex, multi-line commercial programs, managing new business onboarding, and conducting comprehensive coverage analysis. The role involves leading the marketing process with carriers, negotiating terms, and presenting results to clients. The Account Executive will act as a trusted advisor to key decision-makers, providing guidance on market conditions and emerging risks. They will also identify coverage gaps, recommend value-added services, participate in new business development efforts, and ensure compliance with regulatory requirements. Maintaining accurate documentation and supporting cross-functional collaboration are also key aspects of this position.

Requirements

High School Diploma or GED required
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
Must maintain current required licenses and certifications relevant to the field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
Expertise in managing clients with alternative funding arrangements
Proficient use of applicable technology
Expert knowledge of state and federal legislation
Set priorities and manage workflow to ensure efficient, timely, and accurate deliverables
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced problem solving and critical thinking skills
Must be able to travel based on client and business needs

Nice To Haves

Bachelor's degree
Active Property & Casualty license
Professional designations such as CIC, CRM, ARM, or CPCU preferred
Demonstrated expertise in property, casualty, general liability, and specialty insurance for large portfolios, apartment complexes, condominiums, and mixed-use developments

Responsibilities

Build and maintain strong relationships with mid-to-large, complex commercial clients, consistently achieving defined retention and growth goals within a national independent agency platform
Serve as the primary client contact and quarterback all client service activities, coordinating internal resources (placement, risk control, claims, analytics) to deliver a seamless experience
Develop a deep understanding of each client’s industry, risk profile, operations, and strategic objectives to provide tailored insurance and risk management solutions
Lead and execute renewal and marketing strategies for complex, multi-line commercial programs, including property, casualty, and specialty lines, aligned with client goals and risk tolerance
Manage new business onboarding and implementation, ensuring accurate program setup, coverage alignment, and a smooth transition from prospect to client
Conduct comprehensive coverage, exposure, and program analysis, delivering strategic, data-driven, and innovative risk financing solutions (including alternative risk structures where applicable)
Lead the marketing process with multiple national and regional carriers, negotiating coverage terms, pricing, and structure to optimize client outcomes
Evaluate and present marketing results, providing clear, client-focused recommendations that align with coverage needs, budget, and long-term strategy
Serve as a trusted advisor to key decision-makers (CFOs, Risk Managers, Executives), building both strategic and consultative partnerships
Provide guidance on market conditions, carrier appetites, and industry trends, proactively advising clients on emerging risks and opportunities
Identify gaps in coverage and recommend value-added services such as risk control, claims advocacy, analytics, and alternative risk solutions
Participate in RFP processes, finalist presentations, and new business development efforts, contributing to agency growth initiatives
Ensure compliance with all state, federal, and carrier regulatory requirements, as well as internal agency standards
Maintain accurate documentation within agency management systems and leverage technology platforms to enhance client service delivery
Support cross-functional collaboration across offices to deliver a consistent national client experience
Perform additional responsibilities as assigned