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BroadStreet Partners Linkedin · Posted 2mo ago

Account Executive

Portland, Oregon, United States

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About BroadStreet

BroadStreet Partners is a rapidly growing insurance brokerage organization with 30+ Core Partner agencies across North America. We provide the scale, resources, and carrier relationships of a national platform while preserving the entrepreneurial spirit that drives local success.


We are currently partnering with one of our high-performing Core Partner agencies to add a senior-level Account Executive to their team. While the agency remains confidential at this stage, this opportunity represents a well-established, growth-oriented firm with a strong reputation in the commercial insurance space.


At BroadStreet, our shared values guide how we work and serve:

  • Service – We are responsive, helpful, and genuinely invested in others’ success
  • Excellence – We pursue quality and continuous improvement
  • Compassion – We lead with empathy and respect
  • Integrity – We do the right thing, always
  • Ownership – We honor commitments and hold ourselves accountable
  • Courage – We embrace challenges and drive growth


Position Summary

The Account Executive (AE) is a senior-level, service-focused role responsible for managing a portfolio of complex, high-revenue commercial accounts.


This is not a traditional production role. The AE will focus on client retention, strategic advisory, and high-level service delivery. However, there is opportunity to generate new business and earn commission if desired.


This individual will act as a trusted advisor to clients and a key extension of agency leadership, bringing strong technical expertise, executive presence, and the ability to operate with autonomy.


Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for a portfolio of key commercial clients
  • Build and maintain strong, long-term relationships grounded in trust
  • Lead client meetings, renewal presentations, and stewardship discussions
  • Provide proactive insights on coverage, market trends, and risk management
  • Handle complex or sensitive client matters with professionalism and sound judgment


Renewal Management & Strategy

  • Own the renewal process end-to-end, including data gathering, marketing, carrier negotiations, and proposal development
  • Evaluate coverage structures and identify opportunities for optimization
  • Present clear, strategic recommendations and pricing comparisons
  • Partner with internal teams and carriers to ensure seamless execution


Account Transition & Integration

  • Support smooth transitions of client accounts when needed
  • Establish credibility and continuity with clients early in the relationship
  • Gain a deep understanding of each account’s history, structure, and service expectations


Technical Expertise

  • Maintain strong knowledge across commercial lines, including:
  • General liability
  • Commercial property
  • Workers’ compensation
  • Commercial auto
  • Umbrella/excess
  • Builders risk and inland marine
  • Understand key industries such as construction and real estate/habitational
  • Stay informed on market trends and carrier appetite


Growth Opportunities (Optional)

  • Identify cross-sell and rounding opportunities within the existing portfolio
  • Originate new business and earn commission, if desired


Qualifications

  • 5+ years of experience in commercial insurance account management or servicing
  • Strong technical knowledge of commercial lines coverages
  • Experience managing complex, middle-market or large accounts
  • Excellent communication and client-facing skills
  • High level of accountability, professionalism, and attention to detail
  • Active insurance license required (or ability to obtain)


Why This Opportunity

  • Join a top-performing BroadStreet Core Partner agency
  • Work closely with experienced leadership and a strong client base
  • High-impact, visible role with autonomy and trust
  • Access to BroadStreet’s national resources and support
  • Competitive compensation with additional earning potential

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