Account Executive

Account Executive

Colorado Springs, CO


This role requires an individual who is professional in thought and behavior and displays the drive, determination, and self‐motivation to service a diversified and growing commercial lines client base. The Account Executive will work alongside Producers and other team members to provide client service with the goal of achieving high client satisfaction and retention. The Account Executive provides strong technical insurance coverage lead for clients and internal team members. The Account Executive assists in account retention and new business proposals, as well as cross‐sell and up-sell revenue development.


  • Manages the level of service required for assigned commercial accounts to ensure profitability and a high level of retention
  • Supports and communicates with the Producer and other team members on the accounts to the extent necessary to develop and retain the accounts
  • Works with producer and directs team members in reviewing exposures of clients and prospects, assists in the completion of applications, assists the AM in reviewing insurance company forms, and reviews and presents proposals
  • Completes coverage exposure analysis
  • Works with the producer in managing the collection of premiums on all assigned accounts
  • Manages the dispatch and controls schedule of in-house loss control.
  • Actively participates in claims
  • Provides outstanding customer service and teamwork.
  • Travels offsite to meet with clients and insurance company underwriters
  • Develops and maintains positive, proactive and productive relationships with appropriate personnel at client firms to assure retention of the accounts
  • Fully functional in navigating EPIC system


  • Bachelor’s degree preferred, or equivalent work‐related experience
  • Requires a minimum of 9 years independent insurance agency background required or similar years other related work experience (i.e. Risk management experience)
  • Must have achieved or working towards industry designation (e.g. CIC, CPCU, AAI, etc.)
  • Colorado Property & Casualty License
  • Current Colorado driver’s license
  • Superior knowledge of Commercial Lines products, markets, and the marketing process
  • Strong negotiating, decision‐making, and sales skills
  • Superior customer service and teamwork skills
  • Ability to understand complex insurance situations, needs and options, and communicate these verbally and in writing in a clear, concise manner
  • High energy, excellent organizational skills, and detail‐oriented self‐starter
  • Strong leadership, mentoring, and team‐building skills
  • Strong computer skills with tools such as Outlook, Excel, Word and EPIC

Please email your resume and completed application to