Account Executive
2 days ago
This is a full time role paying up to 65k/year.
Must Haves:
- At least 1 year of experience in the insurance industry (casualty)
- At least 1 year of experience with E&S lines
- Underwriting experience
- State P&C (property & casualty) and/or surplus line licenses
- They will pay for license if candidate is willing to get it
- Bachelor's Degree (Business Administration, Sales, Risk Management, or similar preferred)
Interview:
Phone screening with HM
Onsite with HM & Exec
D2D:
- Prepare accounts for new business and the renewal process as directed by the broker.
- Initiate renewal reviews to deliver optimal client coverage and suggest steps for client retention.
- Support the broker in creating market submissions and quote cover letters for agents.
- Collaborate with the broker to drive renewals and solicit new business through client referrals.
- Evaluate and mitigate risks associated with accounts.
- Maintain accuracy of new and existing data in internal systems.
- Generate reports on performance and other defined metrics.
- Leverage data and insights to inform the broker on portfolio trends.
- Resolve invoicing issues with stakeholders in Premium Accounting.
The Account Executive supports the Broker team by executing trades, managing accounts, and ensuring regulatory compliance. They collaborate with internal teams, stay informed about market trends, and provide strategic insights regarding clients. Additionally, they assist with new business and renewal submissions, review policy documents and invoices, and handle other client service activities.
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