If you're an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly ...
12 Roark Jobs Hiring Near You
If you're an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly ...
This is a pure production role built for experienced insurance producers who want to spend their time selling--not servicing. Our client is a privately held insurance brokerage operating in the $10M ...
This is a pure production role built for experienced insurance producers who want to spend their time selling--not servicing. Our client is a privately held insurance brokerage operating in the $10M ...
This Director of Accounting role sits at the center of a mission-driven organization where financial leadership directly enables operational stability, long-term stewardship, and service impact. You ...
This Director of Accounting role sits at the center of a mission-driven organization where financial leadership directly enables operational stability, long-term stewardship, and service impact. You ...
This Director of Accounting role sits at the center of a mission-driven organization where financial leadership directly enables operational stability, long-term stewardship, and service impact. You ...
Quick apply
This Director of Accounting role sits at the center of a mission-driven organization where financial leadership directly enables operational stability, long-term stewardship, and service impact. You ...
Senior/Financial Analyst | Local only | Budgeting | Cash Projections
Irvine, CA · On-site
$91K - $114K/yr
This role sits at the center of financial decision-making for a growing real estate investment platform. You'll build budgeting frameworks, shape forecasting models, and provide the analysis ...
Quick apply
Senior/Financial Analyst | Local only | Budgeting | Cash Projections
Irvine, CA · On-site
$91K - $114K/yr
This role sits at the center of financial decision-making for a growing real estate investment platform. You'll build budgeting frameworks, shape forecasting models, and provide the analysis ...
This role is built for an Account Manager who understands the complexity of large-group benefits environments and can confidently support self-funded health plans. Our client is seeking someone who ...
Quick apply
This role is built for an Account Manager who understands the complexity of large-group benefits environments and can confidently support self-funded health plans. Our client is seeking someone who ...
Producer - Commercial Insurance (VP / SVP / EVP)
Ladera Ranch, CA · On-site
$20K - $500K/yr
This is a pure production role built for experienced insurance producers who want to spend their time selling--not servicing. Our client is a privately held insurance brokerage operating in the $10M ...
Quick apply
Producer - Commercial Insurance (VP / SVP / EVP)
Ladera Ranch, CA · On-site
$20K - $500K/yr
This is a pure production role built for experienced insurance producers who want to spend their time selling--not servicing. Our client is a privately held insurance brokerage operating in the $10M ...
Senior Accountant
$79K - $99K/yr
If you're the type of accountant who doesn't wait for direction, who digs in, solves problems, and wants to grow into leadership within a year, this role will accelerate your trajectory. You'll be ...
Quick apply
Senior Accountant
$79K - $99K/yr
If you're the type of accountant who doesn't wait for direction, who digs in, solves problems, and wants to grow into leadership within a year, this role will accelerate your trajectory. You'll be ...
If you're an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly ...
Quick apply
If you're an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly ...
Senior Accountant
$79K - $99K/yr
If you're the type of accountant who doesn't wait for direction, who digs in, solves problems, and wants to grow into leadership within a year, this role will accelerate your trajectory. You'll be ...
Senior Accountant
$79K - $99K/yr
If you're the type of accountant who doesn't wait for direction, who digs in, solves problems, and wants to grow into leadership within a year, this role will accelerate your trajectory. You'll be ...
This role is built for an Account Manager who understands the complexity of large-group benefits environments and can confidently support self-funded health plans. Our client is seeking someone who ...
This role is built for an Account Manager who understands the complexity of large-group benefits environments and can confidently support self-funded health plans. Our client is seeking someone who ...
This role sits at the center of financial decision-making for a growing real estate investment platform. You'll build budgeting frameworks, shape forecasting models, and provide the analysis ...
This role sits at the center of financial decision-making for a growing real estate investment platform. You'll build budgeting frameworks, shape forecasting models, and provide the analysis ...
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Posted 26 days ago
Job description
If you’re an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly translates into visibility and advancement.
This role sits at the center of client relationships for a growing commercial insurance brokerage preparing to scale significantly over the next few years. You’ll take ownership of a solid book, acting as the primary advisor to clients while ensuring service quality, retention, and operational execution stay ahead of growth.
This organization operates as a relationship-driven insurance brokerage supporting small to mid-sized businesses across industries such as restaurants, real estate, and construction. The culture is sales-oriented and growth-focused, where high performers are recognized and given room to expand their impact.
In this role, you will…
- Own day-to-day management of a commercial lines book, serving as the primary client contact
- Lead renewals, billing coordination, and ongoing service requests across multiple accounts
- Anticipate client needs and proactively guide coverage decisions and policy adjustments
- Maintain and optimize account data within EPIC and related systems
- Manage high-volume client communication with urgency and accuracy
- Support and guide junior team members or assigned support staff
- Contribute to operational scalability as the firm prepares to double in size
What we’re looking for
- 3–5+ years of small-business experience
- Active Property & Casualty (P&C) license (ENC required)
- Hands-on experience with EPIC (Applied Systems)
- Proven ability to manage a book of business independently
- Strong client-facing experience handling renewals, billing, and service
If you’re a Commercial Lines professional who can own a book, operate independently, and grow with a firm that’s scaling—this is the kind of role where your trajectory accelerates.
Let’s start a confidential conversation.