Innovation
The insurance field has been around for a long while, and it’s time we take what we know and make progressive action for our clients.
We’re in the business of taking complex risks and placing them in a box, but we can’t do it alone. If you believe you would be a stellar addition to the Apex Insurance team, apply below!
Commercial Insurance Broker
Were you part of a great small team at a P&C firm that was sold off to private equity to the benefit of the owners, but not the team or your clients? We need to talk. Apex was founded to fill the gap left behind by agency consolidation.
Competitive pay, ownership potential, comfortable and flexible work environment, and most importantly, the team culture that gives you the opportunity to learn, grow, and be wildly successful.
Account Manager
Apex Risk & Insurance Services is a start up P&C agency offering concierge-level service in an industry that has forgotten what that means. The founder has 14 years of experience in the industry. We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Account Managers answer client queries and identify new business opportunities among existing customers.
Responsibilities
Skills
Job Type: Full-time
Pay: $60,000.00 – $85,000.00 per year
Like many in this field, I stumbled into the world of insurance by chance, but I am profoundly grateful for that journey. I was born and raised in North County San Diego, completed my undergraduate studies at USC’s Marshall School of Business, spent five years living in British Columbia where I owned and operated a live music venue, and then returned to San Diego to immerse myself in the insurance industry. After dedicating 15 years to working with another agency, I made the decision to take a leap of faith and establish Apex Risk Insurance Services—a boutique, client-focused firm specializing in risk management and insurance, with our headquarters in Carlsbad, CA.
My background originates from Troon, a golfing town in Scotland. Golf played a significant role in motivating me to move to America and establish a career, primarily focusing on teaching and sales. I have a passion for team-building and system development, which I have had the opportunity to pursue alongside my wife in our business, Digital Storyteller, a venture we still own. Currently, I apply these skills at Apex.
I was born and raised in Solana Beach and currently reside in Cardiff. After completing my studies at Indiana University, I moved to North County and have no plans of leaving anytime soon. My family holds a special place in my heart, and it’s wonderful that all three generations live here in San Diego. Since 2017, I’ve been actively involved in the insurance industry, exploring different roles along the way. However, being a Broker has truly captured my passion. I find immense joy and fulfillment in my work, and I couldn’t be happier with the path I’ve chosen.
With over 15 years of passionate involvement in the property and casualty insurance sector, I bring a wealth of experience to the table. Renowned for my relational strengths and strategic thinking, I provide clients with value-added services, specializing in insurance for the construction, life sciences, and manufacturing industries. Alongside my professional endeavors as a broker at Apex Risk & Insurance Services, I am deeply committed to community service, serving on multiple nonprofit boards.
David’s roots lie in Santa Maria, CA. His golfing journey commenced at Allan Hancock College and continued at Cal Poly SLO, culminating in a Bachelor’s degree in Business Administration. After graduating, David embarked on a career as a golf professional at the esteemed San Luis Obispo Country Club, attaining Class A PGA Professional status in 2016. Subsequently, he seamlessly transitioned into the dynamic world of insurance.
I was born in Arcadia, CA, in a hospital located just across the street from the Santa Anita Race Track. Throughout my life, I have lived in Southern California. I began my career in the insurance industry, specifically in personal lines. Prior to working in insurance, I held administrative and office supervisor roles. I had the privilege of raising my two children in Claremont, CA. We were fortunate to live in a neighborhood where neighbors socialized, and our kids played together outdoors.
I was born and raised in Albuquerque, NM right across the street from a park the size of a full square block. I enjoy hanging out with my dogs Neleh and Laci, going to the gym, doing yoga, and learning about the history of my surroundings.
Bio Coming Soon!
The insurance field has been around for a long while, and it’s time we take what we know and make progressive action for our clients.
Just because it’s been done a certain way, doesn’t mean we can’t work our magic and find the best solutions for our clients.
Apex does its best to communicate and expand its operation to new and exciting horizons.
5901 Priestly Drive Ste 140
Carlsbad, CA 92008
Main Line: 760-376-9090
Peter’s Direct: 760-376-9091
Fax to Email: 760-376-9099
site design by digitalstoryteller.io
This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.
Accept settingsWe may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.
We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visit to our site you can disable tracking in your browser here:
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
The following cookies are also needed - You can choose if you want to allow them:
You can read about our cookies and privacy settings in detail on our Privacy Policy Page.
Privacy Policy