Account Executive - Keystone Risk Partners

Position Summary:

The Account Executive is responsible for supporting the Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Essential Functions:

• Assists with inputting and updating current client information in all required systems
• Works with retail agency personnel & underwriters to ensure accurate account information 
• Prepares accounts for renewal process, and may solicit new or renewal business 
• Prepares market submissions and quote cover letters to Agents
• Review’s policies, procedures, and other incoming documentation for accuracy
• Assists with fulfilling 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:

• 2+ years of relevant experience in a commercial insurance brokerage or underwriting environment
• Wholesale or retail agency/brokerage experience preferred
• Associate 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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