Account Executive – Commercial P&C Insurance

Dayforce

Account Executive managing commercial P&C insurance accounts with a service team. Leading business development and client relations to ensure effective insurance coverage and services.

Posted 7/27/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and a mid-market book of business while leading a service team. Proficient in analyzing client needs, negotiating with carriers, and promoting agency services to drive business growth.

Highest-signal resume keywords

Client Relationship ManagementInsurance LicenseTeam LeadershipBusiness DevelopmentMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Coverage AnalysisContract ReviewNegotiationRFP Response PreparationData Integrity Management

Soft Skills

Verbal CommunicationWritten CommunicationProblem SolvingTime ManagementOrganizational Skills

Certifications & Qualifications

Valid Insurance LicenseContinuing Education Requirements

Industry Keywords

Book of BusinessService Team ManagementCross-Sell OpportunitiesVendor Relationship ManagementClient Inquiries

About the role

Key responsibilities & impact

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities.
Manages book of business and directs the work of a service team.
Manages all client required services and maintains client relationship with minimal input from Producers;
Manages mid market book of business through direction of employees on service team;
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
Acts as direct point of contact for client from time of lead;
Acts as the lead representative to an assigned book-of-business;
Participates in team selling process including finalist interviews and RFP responses;
Prepares and presents to client renewal analysis;
Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
Provides analysis and recommendations concerning client's existing coverages;
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
Receives and responds to client inquiries including benefit and claim questions and issues;
Reviews client coverage contracts and amendments for accuracy;
Manages and negotiates third party vendor relationships and contracts on behalf of the client;
Manages dedicated service team;
Serves as technical expert, assisting department members to resolve complex issues;
Creates new client sales opportunities;
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.

Requirements

What you’ll need

Bachelor's Degree equivalent combination of education and experience
Eight (8) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Excellent verbal and written communication skills
Good problem solving and time management skills
Ability to work within a team and to foster teamwork
Good planning, organizational and prioritization skills
Proficient in Microsoft Office Suite

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Dayforce Website LinkedIn All Job Openings 5001 - 10000 employees 👥 HR Tech ☁️ SaaS 🏢 Enterprise 💰 $1G Post-IPO Debt - Dayforce on 2024-03 HR Tech
SaaS
Enterprise Dayforce is a cloud-based human capital management (HCM) platform offered by Ceridian. It integrates payroll, HR, benefits administration, talent management, workforce management (time and attendance, scheduling), and related workforce processes into a single SaaS application aimed at business customers. Account Executive – Commercial P&C Insurance Job not on LinkedIn 🔥 7 minutes ago 🏄 California – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 🧑‍💼 Account Executive Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities.
Manages book of business and directs the work of a service team.
Manages all client required services and maintains client relationship with minimal input from Producers;
Manages mid market book of business through direction of employees on service team;
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
Acts as direct point of contact for client from time of lead;
Acts as the lead representative to an assigned book-of-business;
Participates in team selling process including finalist interviews and RFP responses;
Prepares and presents to client renewal analysis;
Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
Provides analysis and recommendations concerning client's existing coverages;
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
Receives and responds to client inquiries including benefit and claim questions and issues;
Reviews client coverage contracts and amendments for accuracy;
Manages and negotiates third party vendor relationships and contracts on behalf of the client;
Manages dedicated service team;
Serves as technical expert, assisting department members to resolve complex issues;
Creates new client sales opportunities;
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned. 🎯 Requirements
Bachelor's Degree equivalent combination of education and experience
Eight (8) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Excellent verbal and written communication skills
Good problem solving and time management skills
Ability to work within a team and to foster teamwork
Good planning, organizational and prioritization skills
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