Insurance Account Executive at New Level Resources, GP in Calabasas, CA

Job description

• Title: Account Executive
• Compensation: $100,000 - $120,000 per year
• Please note that compensation may vary based on your state of residence.
• Schedule: Office hours are Monday through Friday, 8:00 a.m. – 5:00 p.m.
• Location: Hybrid or In-person if in the Calabasas, CA
• Poms & Associates is seeking an Account Executive 1 (AE 1) who will independently manage a moderately sized book of commercial business ($600K–$700K in revenue) with minimal supervision. This role is responsible for driving client retention, leading renewal strategy, and delivering comprehensive insurance solutions across multiple lines of business. This position requires strong technical expertise, the ability to navigate complex accounts, and a proactive approach to client service and growth.

Responsibilities

• Independently manage a commercial book of business
• Serve as primary point of contact for moderate-sized accounts, including a minimum of two Commercial Top 50 accounts
• Lead marketing efforts, renewal negotiations, and carrier strategy to secure optimal outcomes
• Conduct in-depth coverage analysis and develop tailored risk management solutions
• Drive retention initiatives and identify opportunities for account rounding and upselling
• Collaborate with Senior Account Managers and support staff to ensure operational efficiency and client satisfaction
• Navigate accounts across diverse industries (not limited to niche sectors)
• Support entertainment-related accounts and complex business models as needed
• Utilize the Agency Management System (AMS) to manage workflows and documentation (experience required)
• Participate in quarterly (or biannual) in-person meetings if remote; Calabasas-based team members work in-office two days per week
• Perform additional duties, projects, and research as assigned

Requirements

• Minimum of 10 years (15 years preferred) of commercial insurance experience
• Valid Property & Casualty license (required)
• CIC designation preferred or currently in progress
• Demonstrated success managing and growing a moderate-sized book of business
• Strong technical expertise across multiple lines of business
• Experience working across a variety of industries (not solely niche-focused)
• Proficiency with an Agency Management System (AMS) is mandatory
• Ability to operate independently with high accountability and accuracy
• Excellent written and verbal communication skills
• Strong organizational and prioritization skills in a fast-paced environment
• Stable career progression
• Must be able to work California business hours
• Occasional travel may be required.

Skills

Required

• Valid Property & Casualty license

Preferred

• CIC designation

Benefits

• Comprehensive health, dental, and vision coverage
• Flexible Spending Accounts (FSA) traditional and dependent care
• Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Worldwide Travel Assistance Program
• Vacation Time
• 3 Floating Holidays
• Sick Leave
• Observed Holidays
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
• Employee Assistance & Employee Discount Programs
• Professional development opportunities, including tuition reimbursement and in-house education classes
• Career advancement opportunities
• Flexible work arrangements, including remote work options
• Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.
• Compensation: $100,000 - $120,000 per year + incentive annual bonus
• Please note that compensation may vary based on your state of residence.
• Compensation will be determined by a number of factors including educational background and experience.