Account Executive, Commercial at Unison Risk Advisors

About this role

Account Executive, Commercial – Job Description Position Summary The Account Executive provides efficient, professional, and courteous service to Commercial Risk clients, partnering with internal teams to plan and execute tailored service strategies. This role builds strong client relationships, understands unique insurance needs, and supports retention, satisfaction, and growth by coordinating across service and sales functions. The position is both operational and client-facing, contributing directly to delivering a consistent, high-quality client experience aligned with organizational goals. Key Functional Leadership & Ownership
Own day-to-day management of assigned client accounts and service plans
Partner with Consultant/Client Executive to design, market, and select insurance programs
Act as primary contact for clients and carriers on assigned accounts
Hands-On Execution & Delivery
Prepare new business and renewal submissions
Lead implementation of new lines of coverage and carrier changes
Create presentation materials and deliver client meeting support
Reporting, Quality & Operational Support
Manage renewal timelines and internal processes for book of business
Ensure accuracy and completeness of account data within agency systems
Maintain documentation and ensure timely delivery of services
Cross-Functional Partnership & Integration
Collaborate with service, sales, and carrier partners to meet client needs
Communicate key updates, renewal outcomes, and issues to internal teams
Act as backup support across team members when needed
Growth, Change & Special Initiatives
Support strategic client initiatives and evolving risk management strategies
Assist with onboarding new clients and expanding coverage lines
Process Improvement & Best Practices
Utilize agency management tools consistently and effectively
Identify opportunities to improve workflows and client experience delivery
Accountability
Deliver high-quality client service resulting in strong retention and satisfaction
Ensure accuracy, timeliness, and compliance in account handling processes
Maintain strong relationships with clients, carriers, and internal stakeholders
Support team success through collaboration and proactive communication
Qualifications Required
2+ years of experience in an insurance brokerage or similar role
Active Property and Casualty License
Strong analytical, problem-solving, and communication skills
Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
Preferred
Experience managing Commercial Risk client accounts
Proven ability to manage multiple priorities and deadlines
Strong presentation and client-facing experience
Key Competencies
Client Experience & Relationship Building
Ownership & Accountability
Communication & Collaboration
Attention to Detail & Organization
Problem Solving & Analytical Thinking
Adaptability & Change Agility
Originally posted on Himalayas