California Licensed Account Executive

Job Summary

Managing the full lifecycle of assigned accounts, the full-time California Licensed Account Executive will coordinate internal and external stakeholders to support successful placement, retention, and growth while working remotely.

Key responsibilities

• Manage accounts from submission through binding, ensuring all documentation and communications are coordinated effectively
• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business
• Negotiate coverage terms with carriers and prepare quotes and recommendations to support placement decisions

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years)
• Active state insurance license required in applicable lines of business
• Strong understanding of insurance products, coverage structures, and market dynamics
• Ability to independently manage multiple priorities and make informed decisions with limited supervision