Commercial Lines Account Executive – AE

October 17

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+1 more states

🏄 California – Remote 🗽 New York – Remote 🤠 Texas – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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COVU

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Insurance • Fintech • Artificial Intelligence

COVU is a technology-driven company that focuses on servicing, managing, and growing property and casualty (P&C) insurance agencies. With over $22 million in Series A funding, COVU combines a team of U. S. -based licensed agents with advanced AI technology to streamline operational tasks, enhance customer communication, and support agency growth while ensuring full ownership retention for agency principals. By offering comprehensive management solutions, COVU empowers agencies to increase efficiency and profitability without compromising their operations or autonomy.

51 - 200 employees

💳 Fintech

🤖 Artificial Intelligence

📋 Description

• Serve as the primary contact for clients, agency owners, and producers. • Advise clients on coverage, endorsements, and risk strategies — ensuring policy accuracy and compliance. • Own overall book performance, ensuring 95%+ renewal and positive client feedback. • Lead the Account Manager and CSR within each book, ensuring priorities and deadlines are clear. • Be responsible for all retention and service metrics — if a client leaves, the AE is accountable for the “why.” • Direct the sequence of work — delegate tasks appropriately to CSRs and AMs based on urgency and complexity. • Partner with sales, carrier partners, and regional leads to resolve client issues or negotiate favorable outcomes. • Identify service gaps, monitor quality of output, and mentor AMs and CSRs toward consistency and precision.

🎯 Requirements

• 6–8+ years of commercial insurance experience with direct client-relationship ownership. • Proven success in leading small servicing teams (onshore/offshore). • Advanced understanding of commercial lines coverages, endorsements, and compliance. • Strong familiarity with AMS systems and carrier portals. • Excellent negotiation, leadership, and communication skills. • Able to balance client management with high operational rigor. • Experience servicing multi-state commercial accounts (NY, CA, TX priority).

🏖️ Benefits

• Team Performance Bonus