Account Executive

Position Summary:

Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Essential Functions:

• May assist with inputting and updating current client information in all required systems.
• Communicates with retail agency personnel and underwriters to ensure accurate account information.
• Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
• Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
• May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
• Resolves invoicing issues with Premium Accounting.
• Communicates with Premium Accounting regarding notices of cancellation.
• Helps to ensure claim notifications are sent to the claims department.
• Perform basic office duties; filing/copying/printing documents/maintaining files
• Prepare reports, submissions. Cover letters and reviews policy for accuracy.
• Other relevant duties as assigned.

Education/Experience/Skills:

• 3+ years of relevant experience in a commercial insurance brokerage or underwriting environment.
• Wholesale or retail agency/brokerage experience preferred.
• Associate’s degree or higher preferred.
• Must be able to pass state exam and obtain insurance license, if required.
• Demonstrated understanding of insurance products and services.
• Ability to manage workload with minimal supervision.
• Critical attention to details.
• Proficiency in Microsoft Office.

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