$90,000–$110,000 Per Year
Best Practices, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Health Insurance, High School Diploma, Insurance, Maintain Compliance, Mentoring, Microsoft Office, People Management, Presentation/Verbal Skills, Property and Casualty Insurance, Record Keeping, Regulatory Compliance, Resolve Customer Issues, Retirement Plan, Sales Management, Service Delivery, Time Management, Writing Skills
Job Title: Commercial Account Executive
Location: San Jose, CA (Hybrid – 1–2 day onsite)
Job Type: Direct Hire
Salary: $90,000–$110,000 Base + Variable Compensation (DOE)
Key Responsibilities
- Manage and retain a commercial insurance book of business valued at over $1 million in annual revenue.
- Lead the renewal process beginning approximately 150 day prior to policy expiration.
- Review insurance quotes, coverage options, and renewal proposals to ensure clients receive appropriate solutions.
- Present renewal strategies and policy recommendations to commercial clients.
- Build and maintain long-term relationships with clients through proactive account management.
- Partner with Producers, carriers, and internal service teams to deliver high-quality client service.
- Coordinate policy changes, endorsements, renewals, and claims support.
- Resolve client issues while ensuring timely and accurate service delivery.
- Identify opportunities to expand existing accounts through additional coverages and cross-selling.
- Conduct policy reviews and compliance audits to ensure accuracy and regulatory compliance.
- Mentor junior team members and provide guidance on best practices.
- Maintain accurate client records and policy information within agency management systems.
Required Qualifications
- Minimum 5 years of Commercial Property & Casualty insurance experience (or 10+ years with a High School Diploma/GED).
- Active Property & Casualty (P&C) License.
- Experience managing a commercial book of business valued at $1M+ in annual revenue.
- Previous experience as a Commercial Account Executive or Commercial Account Manager.
- Strong knowledge of commercial insurance products, policy structures, and renewal strategies.
- Excellent client relationship management and presentation.
- Strong verbal and written communication.
- Exceptional organizational and time management abilities.
- Proficiency with MS Office and agency management systems.
This is a direct hire opportunity. The selected candidate will be employed directly by our client. All compensation and benefits, including but not limited to medical insurance, retirement plans, paid time off, and other perks, will be provided by the client in accordance with their internal policies and subject to applicable laws and eligibility requirements.
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Collabera
Since 1991, Collabera has been a leading provider of IT staffing solutions and services. We are known for providing the best staffing experience and taking great care of our clients and employees.
Our client-centric model provides focus, commitment and a dedicated team to help our clients achieve their business objectives. For consultants and employees, we offer an enriching experience that promotes career growth and lifelong learning.
The Collabera Way represents our fundamentals beliefs and is founded on the following building blocks:
10,000 employees or more
Staffing/Employment Agencies