Now Hiring - Roark Financial Consultants Inc. - Account Executive in Ladera Ranch, CA

Full description of the position

The Opportunity This is a rare opportunity to step into a true leadership role within a growing commercial Property & Casualty insurance brokerage--without stepping into corporate bureaucracy. Our client is intentionally building a firm where experienced professionals are trusted, heard, and empowered. Decisions are made close to the work. Clients are treated like long-term partners. Strong performers are given real responsibility, not boxed into narrow lanes. They are seeking a senior Account Executive to lead the Commercial P&C practice, serve as the anchor for client relationships, and set the standard for how service is delivered as the firm continues to grow. Why Experienced Professionals Find This Appealing * You will lead, not just service * Your judgment matters more than rigid process * You'll have visibility, influence, and autonomy * You won't be buried under layers of management * You can build something and see the impact of your work If you've succeeded in larger organizations but miss clarity, trust, and momentum--or if you've thrived in entrepreneurial environments and want a bigger seat at the table--this role is built for you. The Role The Account Executive leads the Commercial P&C side of the brokerage, acting as the primary point of contact for key clients while partnering closely with 5-10 Producers. You will also lead and develop a service team of approximately 5 professionals, ensuring renewals run smoothly, clients feel supported, and internal execution stays strong. This is a hands-on, visible role for someone who enjoys ownership, coaching others, and delivering a high-quality client experience without unnecessary complexity. What You 'll Be Responsible For * Leading the Commercial P&C service function firmwide * Serving as the primary relationship owner for commercial clients * Owning the renewal process end-to-end, including strategy, timelines, negotiations, and presentations * Partnering with Producers to support renewals and new business * Managing, mentoring, and setting direction for a team of account managers/service professionals * Establishing service standards and ensuring consistent follow-through * Overseeing policy documentation, endorsements, certificates, and carrier compliance * Maintaining clean, accurate records in Applied Epic * Improving workflows and processes to support growth--without adding red tape What Success Looks Like * Clients feel confident, informed, and well cared for * Producers trust that renewals and service are handled proactively * The service team is clear on priorities and supported in their work * The Commercial P&C operation runs smoothly, even as the firm grows Required Qualifications * 10+ years of experience in Commercial Property & Casualty insurance * Active Property & Casualty insurance license * Advanced Applied Epic experience required (daily, hands-on user) * Deep experience managing commercial renewals and client relationships * Proven ability to support multiple producers * Prior experience leading or mentoring service staff * Strong judgment, organization, and follow-through Preferred Background * Experience in a growing or entrepreneurial brokerage environment * Strong carrier relationships and market credibility * Experience working with middle-market or complex commercial accounts Next Steps This search is being conducted on a confidential basis. Qualified professionals are encouraged to apply directly via the provided link. Individuals selected for the next steps will be contacted to discuss the opportunity and the client in more detail.