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Account Executive (Commercial Insurance) – Waunakee, WI

The Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account retention. Working alongside Producers (aka “Client Executives / Sales”) as assigned, the AE shall be principally responsible for overseeing management of assigned accounts. The AE will provide proactive consultation to clients, make insurance program design recommendations, coordinate risk control resources as needed, and negotiate coverage terms and conditions with insurance carriers. The AE will we also be responsible for identifying cross sell opportunities and collaborating with colleagues throughout the company as needed. The AE will be expected to be available to attend and present at client facing meetings with or without producer presence. The AE’s additional role will be to assist Producers on new business opportunities.

The AE will work with a group of Producers and Account Managers (AMs) in support of directly assigned accounts. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE. Issues related to policy processing, maintenance of client data on the agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMs.


  • Working alongside and cooperatively with Producers. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the account advocate and broker-consultant.

  • Ensure Producers, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.

  • Act as lead client advocate initiating the renewal process including critical path review, pre-renewal meeting with Producer, assist Producer in gathering necessary marketing information from client, marketing of account, marketing follow up & preparation of proposal for the Producer.

  • Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.

  • Work with the client as claims liaison as needed on day to day issues that may arise and be able to prepare and coordinate claims review with client, producer and markets.

  • Establish and maintain strong and productive professional relationships with insurance markets and have a detailed familiarity with each carrier’s products and services.

  • Directly oversee and coordinate with Producer the delivery of all our services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.

  • Identify opportunities for cross-sell and up-sell of other products and services when appropriate for the client’s needs. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.

  • Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via colleagues (e.g. AM, CSR, Risk Control, etc.). The AE is accountable for the timeliness and quality of all deliverables to the client.

  • Understand the various resources and tools that are available via our company to best serve assigned clients.

  • Work with AM & Producer on accounts receivable issues as needed.

  • Work with AM to prepare policies for delivery and address any concerns or issues found with markets prior to policies being delivered to client.

  • Be knowledgeable about and comply with our systems, procedures and state/federal insurance regulations. This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.


  • BA or BS degree required

  • At least 5 years of experience servicing large accounts

  • Experience with influencing C-level executives

  • Exceptional written and verbal communication skills

  • Proficiency with Microsoft Office Suite and PowerPoint programs

  • High energy, detail-oriented, self-starter

  • Strong leadership, mentoring, and team-building skills

  • Ability to handle multiple projects and prioritize tasks

  • Excellent organizational skills and ability to prioritize and delegate responsibility

  • Willingness to travel

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)


Base Salary of $90K + Uncapped Commission.


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