California Licensed Account Executive

Job Summary

To enhance client relationships and drive market share growth, the full-time California Licensed Account Executive will manage large accounts, oversee service delivery, and lead cross-functional teams while ensuring client satisfaction and contract renewals.

Key responsibilities

• Leads cross-functional account service teams and drives the execution of account service plans
• Handles new client setups and coordinates activities with clients, brokers, and internal departments for seamless service delivery
• Identifies and pursues opportunities for upselling additional services to existing clients while maintaining high levels of client contact

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Ten or more years of experience in TPA, insurance carrier, or brokerage roles related to claims management or underwriting
• Three or more years of account management experience
• Strong knowledge of Broadspire products and services, as well as general insurance principles
• Insurance/Technical designations such as CPCU, ARM, or AIC are preferred