Commercial Insurance Account Executive

About Bowermaster Insurance, a Division of Patriot Growth Insurance Services. As a leading broker with over 70 years of experience, Bowermaster has a deep understanding of our clients' business challenges and opportunities. We are a multi-generational, family-driven, entrepreneurial organization focused on client service, and we build relationships with a diverse set of businesses and individuals, serving their insurance, risk management and employee benefits needs.

Position Overview: We seek an experienced Property and Casualty (P&C) insurance professional for our Commercial Lines Account Executive position open in our Huntington Beach CA office. In this position you will provide comprehensive and dedicated support, advice, and consultation to insurance clients in the middle to large marketspace. You will collaborate with assigned clients and prospects, offering support and implementing P&C insurance solutions tailored to the clients' needs and ensuring client retention.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Huntington Beach, CA.

Professional Responsibilities:

• Provide comprehensive support and strategic consultation across property and casualty insurance and risk management
• Maintain regular client communication, ensuring needs are met and recommending tailored solutions
• Manage client accounts, including policy reviews, claims, and other risk-related matters.
• Safeguard confidential client and agency information
• Collaborate with Producers and Account Managers to secure insurance placements and solve client issues
• Coordinate meetings, renewals, and service touchpoints for clients
• Assist with underwriting, carrier negotiations, and insurance quote placements
• Prepare and present renewal proposals with actionable recommendations
• Stay updated on industry trends, attend client and carrier meetings, and facilitate resource deployment (e.g., Zywave, ESM Insite)

Qualifications and Requirements:

• 7+ years of experience in commercial lines insurance, focusing on account management, risk management, and/or production/sales
• California Property and Casualty Insurance License, with a commitment to maintaining it.
• Experience working with large, top-tier clientele
• Strong understanding of risk management principles and primary property/casualty insurance
• Skilled in building and maintaining client relationships, understanding their unique needs, and providing customized solutions
• Proficient in CRM systems, Microsoft Office Suite, and other relevant client management tools
• Excellent interpersonal, written, and oral communication skills, with strong organizational and project management abilities
• Critical thinking skills to analyze complex scenarios, stay updated on industry trends, and adhere to ethical standards and confidentiality
• Bachelor of Science in a business-related field
• Authorized to work in the U.S. without sponsorship at all times

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our resolute and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Salary Range: $100,000 - $160,000 depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read our EEO and DE&I Policy located on our website at www.patriotgis.com.

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