What are the responsibilities and job description for the Account Executive, Commercial position at Unison Risk Advisors?
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 Responsibilities
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