Commercial Insurance Account Executive

7 days ago


San Francisco, United States Insurance Search Specialists Full time
Job DescriptionJob Description

We are seeking a skilled and experienced Commercial Insurance Account Manager for an opportunity with a leading wholesale insurance brokerage. You will be working with and supporting a successful broker with an established book of business. Retail or Wholesale experience is ideal for this fully remote position.

Compensation & Perks:

  • Base Salary + Bonuses
  • Generous employee benefits package: medical, dental, and 401k.
  • Career progression opportunity – the potential for growth within the company.

Essential Functions:

  • Input and update client information across required systems, ensuring high accuracy and up-to-date records.
  • Engage actively with retail agency personnel and underwriters to guarantee precise account details.
  • Prepare accounts for the renewal process, actively soliciting new or renewal business, specifically focusing on transportation accounts.
  • Craft market submissions and quote cover letters, reviewing policies and documents for accuracy.
  • Efficiently manage account transactions, internal processing, and document preparation, including endorsements, change forms, invoices, etc.
  • Address and resolve invoicing issues in collaboration with Premium Accounting and communicate regarding cancellation notices.
  • Ensure timely dispatch of claim notifications to the claims department.
  • Perform basic office duties, including filing, copying, printing, and maintaining organized files.
  • Prepare and review reports, submissions, and cover letters for accuracy.

Education/Experience/Skills:

  • A minimum of 3+ years of relevant experience in commercial insurance brokerage or underwriting, with a preference for those with transportation niche experience.
  • Wholesale or retail agency/brokerage background is highly desirable.
  • An associate degree or higher is preferred.
  • Property and Casualty license
  • Strong understanding of insurance products and services, particularly in the transportation sector.
  • Independent management of workload with minimal supervision.
  • Exceptional attention to detail.
  • Proficiency in Microsoft Office suite.

This role offers a competitive salary range of $80,000 to $100,000, commensurate with experience and qualifications. As a fully remote position, we welcome applicants from diverse locations, providing the flexibility to work from anywhere. If you have a passion for the insurance industry and specialize in the transportation sector, we encourage you to apply for this exciting opportunity to advance your career with our team.

For more details about this position and to explore other opportunities within commercial lines insurance, contact Insurance Search Specialists. Please visit our website: www.mcdermottwolfe.com

Company DescriptionAbout Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.Company DescriptionAbout Us\r
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. \r
\r
With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.\r
\r
We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.\r
\r
Contact us today to learn how we can help you take the next step in your career.

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