Senior Account Executive, Commercial Lines
At BlueStone Advisors, we are committed to fostering a culture of character and competence. Our mission is to empower our team members to cultivate trusted relationships with clients, ensuring they receive the highest level of service and support. BlueStone’s culture has been recognized nationally and is a Certified Great Place to Work™.
We prioritize the delivery of optimal results, allowing our clients to focus on what matters most: the growth and success of their businesses. Our approach is built on a foundation of integrity, collaboration, and excellence, enabling us to navigate challenges and identify opportunities effectively.
At BlueStone Advisors, we hire experienced professionals who bring a wealth of knowledge and expertise to our team. We are dedicated to fostering an environment that promotes personal and professional development, ensuring our team members have the resources and support they need to thrive. This commitment not only enhances our team's capabilities but also strengthens the service we provide to our clients.
Position Overview
The Senior Account Executive, is a client-obsessed advisor and strategist dedicated to maintaining and cultivating positive, trust-based relationships for BlueStone’s national property & casualty clients. This role is designed for an industry expert who possesses the technical expertise to guide C-suite strategy and the disciplined work ethic to meet the daily service requirements of a large-account portfolio. They win as a team by personally managing the full lifecycle of the client, managing the assigned book of business with integrity, and providing deep strategic insights that align with our vision for best-in-class risk management.
The essential duties and responsibilities may include the following. Other duties may be assigned.
- Serve as the primary point of contact and lead service executor for a portfolio of large, complex risks, personally managing all activities from strategic planning to routine administrative tasks.
- Direct the marketing of large-scale renewals, with close attention to preparing Statements of Values (SOVs), ensuring high-quality submissions to underwriting markets.
- Develop and manage sophisticated risk-transfer programs, including Wrap-ups (Builders Risk), Global Stock Throughput, and loss-sensitive casualty structures such as Large Deductibles and Captives.
- Act as a trusted peer to client CFOs and Risk Managers, delivering comprehensive annual stewardship reports that analyze the Total Cost of Risk (TCOR) and provide actionable data for the boardroom.
- Execute the day-to-day service needs of the book with speed and precision, including processing complex endorsements, verifying audits, and managing high-volume Certificate of Insurance (COI) requirements.
- Perform rigorous, deep-dive audits of issued policies against bound terms to ensure zero-defect accuracy, particularly regarding complex exclusions and valuation clauses.
- Act as the senior advocate on complex or high-limit claims, working directly with adjusters and clients to ensure favorable outcomes and proper reserve management.
- Serve as a key technical resource to peers, providing organic, experience-based coaching to team members on the nuances of high-hazard risk.
- Partner with production teams to provide strategic depth during new business presentations, acting as the senior advisor who demonstrates BlueStone’s operational and service capability.
- Proactively identify opportunities to expand client relationships through thoughtful account rounding, upselling, or cross-selling additional P&C lines and Employee Benefits.
- Support Practice Leaders in implementing high-level initiatives and program development, sharing market insights to ensure firm-wide excellence.
- Collaborate relentlessly with team members, utilizing the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.
- Coordinate with Management for premium invoicing, completing premium finance agreement requests, and creating premium allocations as needed.
- Commit to ongoing professional growth as a relentless learner, modeling adaptability and curiosity.
Supervisory Responsibilities
This position has no supervisory responsibilities.
To perform the job successfully, an individual should demonstrate the following:
- A "Win as a Team" mindset, with the ability to collaborate relentlessly with internal and external partners.
- Superior verbal and written communication skills with the ability to explain complex insurance concepts simply.
- Proficiency in Excel, Word, and PowerPoint.
- Proficiency in Google Suite is preferred.
- Mastery of Vertafore AMS360 Software preferred and expert-level Excel skills for complex premium allocations and SOV management.
- The ability to pivot seamlessly between high-level strategic consulting and detailed, tactical account administration.
- A self-starter who moves past "wait and see" to proactively solve complex placement and service challenges.
- A minimum of 10 years of experience in Commercial P&C experience, with a heavy focus on Large Accounts ($250k+ Revenue) in complex Casualty.
- Active Property & Casualty License required.
- Advanced designations (CPCU, CIC, or CRM) are highly preferred to reflect this level of seniority.
Work Environment and Schedule
The position is based on a hybrid office setting, with a standard work schedule of Monday through Friday, with 3 days onsite in our Downers Grove, IL office and 2 days work from home. Travel is required as needed.
Compensation
At BlueStone, compensation is based on experience, skills, responsibilities, internal equity, and market conditions. In alignment with the Illinois Equal Pay Act, employees performing substantially similar work receive equal pay opportunities.
Base Salary Range: $100,000 – $125,000 per year
BlueStone provides a comprehensive benefits package to support your health, financial security, and personal well-being:
- Healthcare Coverage: Group Medical and Dental Insurance plans with employer-paid premium contributions.
- Voluntary Vision: Group Vision coverage available for employee purchase.
- Income Protection: 100% Employer-Paid Short-Term Disability (STD), Long-Term Disability (LTD), and Group Basic Life Insurance & AD&D.
- Retirement Savings: 401(k) Retirement Savings Plan with employer matching contributions.
- Paid Time Off: Unlimited Paid Time Off (PTO) policy and 10 paid company holidays per calendar year.
- Professional Development: Reimbursement for approved licensing and continuing education expenses.
Accommodation Notice
BlueStone Advisors is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, family responsibilities, or any other characteristic protected by law.
If you need a reasonable accommodation for any part of the application or hiring process, please contact HR.