Demo

Lead Account Executive

Mekion Consulting
San Francisco, CA Full Time
POSTED ON 7/29/2026
AVAILABLE BEFORE 8/28/2026

Lead Account Executive



Location: San Mateo, Bay Area (4 days per week in the office)

Salary: base up to $160,000 (OTE $235,000)



This is not another Account Executive role.


This is an opportunity to become the first dedicated servicing hire in a business that is using technology and AI to transform an industry that has barely changed in decades. You'll own and shape the entire client servicing function from the ground up, working directly with the founders, engineering team, and clients. As the business scales, you'll play a key role in defining service standards, building processes, and ultimately hiring and leading a team of Account Executives.


If you've ever thought, "There has to be a better way to do this," this is your chance to help build it.



What You'll Be Doing


  • Own client relationships end-to-end for mid-market commercial accounts across construction, real estate, and manuacturing
  • Manage renewals, certificates of insurance, endorsements, compliance requests, and ongoing servicing needs
  • Ensure a seamless transition from sales to onboarding, becoming the trusted advisor for clients post-conversion
  • Work directly with the CTO and engineering team to identify servicing workflows that can be automated through AI
  • Influence product development by bringing real-world insurance expertise into the platform roadmap
  • Create playbooks, service standards, and operational processes from scratch
  • Help build a modern servicing organisation that can scale efficiently without sacrificing client experience
  • Grow into a leadership role, hiring, mentoring, and managing a team of Account Executives as the client portfolio expands



What We're Looking For


Experience:


  • 7-15 years of commercial Property & Casualty account servicing experience
  • Strong background supporting mid-market and large commercial clients
  • Experience managing complex placements within construction, real estate, manufacturing, or project-based risks
  • Previous experience mentoring, coaching, or managing junior Account Executives
  • Comfortable operating in a startup environment where priorities evolve quickly


Technical Expertise


  • Deep knowledge of commercial P&C servicing
  • Expert-level experience with: Certificates of Insurance (COIs)
  • Endorsements Policy renewals
  • Client servicing and relationship managementStrong understanding of subcontractor/general contractor compliance requirements
  • Experience with contractual risk transfer and compliance tracking
  • Active Property & Casualty Broker-Agent License in any US state


Mindset


  • Process-oriented but entrepreneurial
  • Excited by the opportunity to build rather than inherit systems
  • Curious about AI and automation
  • Interested in partnering with engineers to redesign traditional workflows
  • Motivated by creating scale through technology rather than adding headcount
  • Comfortable wearing multiple hats in an early-stage environment



Why Join?


Most insurance businesses hire people to work around broken processes.

This company is building technology to eliminate them.

You'll have a seat at the table from day one, helping shape not only the client experience but also the technology that powers it.

You'll work directly with founders, influence product strategy, build your own team, and help create a category-defining business at the intersection of insurance and AI.


If you're looking for another servicing role, this probably isn't it.

If you're excited about building the future of commercial insurance, we'd love to speak with you.

Salary : $160,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Lead Account Executive?

Sign up to receive alerts about other jobs on the Lead Account Executive career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$133,333 - $194,768
Income Estimation: 
$163,109 - $236,284
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Lead Account Executive jobs in the San Francisco, CA area that may be a better fit.

  • Executive San Francisco, CA
  • Citi’s Banking franchise is organized around three lines of business: the Investment Bank, offers strategic and financial advisory services on a wide range... more
  • 2 Months Ago

  • Executive San Francisco, CA
  • The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of profe... more
  • 3 Days Ago

AI Assistant is available now!

Feel free to start your new journey!