Insurance Account Executive Jobs in San Ramon, CA

Book Focus:Construction, Contractors

Account ManagerPrimary Purpose

Manage an assigned book of business by providing day-to-day client service, supporting account retention efforts, coordinating policy administration activities, and ensuring accurate and timely execution of service deliverables.

Key ResponsibilitiesClient Service & Account Administration

• Respond to client service requests and inquiries.
• Process policy changes, endorsements, billing requests, and claims support.
• Conduct coverage analysis and assist clients with policy-related questions.
• Maintain positive client relationships through responsive service.

Renewal & Retention Management

• Manage policy expirations and renewal timelines.
• Gather underwriting information and prepare renewal submissions.
• Support renewal marketing efforts and proposal development.
• Assist with account retention initiatives.

Operational Excellence

• Maintain agency management systems and carrier/vendor platforms.
• Ensure account documentation is accurate and complete.
• Monitor activity and suspense systems to ensure timely completion of tasks.
• Follow company policies, procedures, and compliance requirements.

Financial Management

• Assist with accounts receivable monitoring and collection efforts.
• Resolve billing and payment issues as needed.

Professional Development

• Maintain technical insurance knowledge and industry awareness.
• Participate in continuous improvement initiatives.
• Demonstrate company values and a commitment to client service excellence.

Qualifications

• 3+ years of account management experience or 5+ years of insurance industry experience.
• Active insurance license.
• Strong knowledge of insurance products and brokerage operations.
• Excellent customer service, communication, organizational, and analytical skills.
• High School Diploma or equivalent.
• CIC or equivalent designation preferred.

Senior Account ManagerPrimary Purpose

Manage a complex book of business while serving as a technical resource and workflow leader for the account management team. Provide guidance on complex service matters and support operational excellence across the department.

Additional Responsibilities Beyond Account ManagerTechnical Leadership

• Serve as a subject matter expert for insurance products, coverages, and account management processes.
• Provide guidance on complex client service, coverage, billing, and claims issues.
• Support escalation resolution and risk management discussions.

Team Leadership & Coordination

• Direct daily account management workflows and priorities.
• Monitor team workloads and service standards.
• Coordinate activities to meet quality, productivity, and service expectations.
• Communicate proactively regarding workload, priorities, and operational challenges.

Mentorship & Development

• Share technical expertise and best practices with team members.
• Support training and development initiatives.
• Promote process improvements and operational efficiencies.

Qualifications

• 5+ years of account management experience or 7+ years of insurance industry experience.
• Active insurance license.
• Advanced knowledge of insurance brokerage operations.
• Demonstrated leadership, mentoring, and problem-solving skills.
• CIC or equivalent designation preferred.
• High School Diploma or equivalent.

Senior Account ExecutivePrimary Purpose

Provide strategic leadership for a complex portfolio of clients by coordinating marketing, servicing, risk management, and sales activities. Serve as a trusted advisor to clients, Producers, and account teams while driving retention, growth, and client advocacy efforts.

Additional Responsibilities Beyond Senior Account ManagerStrategic Client Leadership

• Manage executive-level client relationships.
• Conduct client meetings and strategic business reviews.
• Prepare and present account summaries, risk management recommendations, and coverage strategies.
• Serve as the primary advisor on complex insurance and risk management matters.

Business Development & Growth

• Identify cross-sell and up-sell opportunities.
• Support Producers in new business development and client retention efforts.
• Negotiate and close new business opportunities and renewals.
• Develop growth strategies within assigned accounts.

Producer Partnership

• Act as the primary communication liaison between Producers and account teams.
• Coordinate strategic account planning and execution.
• Support sales and marketing initiatives.

Advanced Technical & Account Management

• Lead complex renewal and marketing processes.
• Conduct loss run analysis and evaluate underwriting information.
• Negotiate coverage terms, conditions, and pricing.
• Oversee binding, issuance, billing, delivery, and servicing activities.
• Manage complex policy forms, endorsements, contracts, audits, certificates, evidences, and cancellations.

Team Leadership & Decision Making

• Exercise independent judgment and discretion in client and business decisions.
• Direct account team activities to ensure service standards and deadlines are achieved.
• Lead problem-solving efforts for highly complex client situations.

Qualifications

• 8+ years of insurance industry experience or 10+ years of client relationship, sales, or marketing experience.
• Active insurance license.
• CIC or equivalent professional designation required.
• Strong strategic consulting, negotiation, and relationship management skills.
• Demonstrated success managing complex client portfolios.
• Excellent communication, delegation, leadership, and customer advocacy skills.
• High School Diploma or equivalent.