Account Associate – Wholesale P&C

This is a fully remote position, open to applicants in United States.

📋 Description

• Enter and update account, quote, and policy information in the agency management system with a high level of accuracy.

• Accurately input data received from applications into carrier online rating portals.

• Maintain data integrity by adhering to established naming conventions, coding standards, and documentation requirements.

• Prepare, review, and process bind orders in conjunction with the brokers and underwriters.

• Complete post-bind tasks, including policy issuance, endorsements, and cancellations.

• Verify that all necessary forms, signatures, and documentation are complete.

• Manage incoming calls, connecting customers and team members to facilitate a seamless and positive experience.

• Process mid-term changes, cancellations, reinstatements, and renewal documentation.

• Monitor and follow up on outstanding carrier requests to ensure prompt resolution.

• Oversee assigned task queues to guarantee that brokers/underwriters receive timely support.

• Assist in the preparation of quote proposals, summaries, and market comparison documents as needed.

• Ensure adherence to carrier and regulatory documentation requirements.

• Communicate effectively with carrier and retail agent partners.

• Respond promptly to requests for missing or corrected information.

• Provide administrative support to the business unit as necessary.

⛳️ Requirements

• Bachelor’s degree is preferred.

• A minimum of 1 year of underwriting or related insurance experience is required.

• Must possess a Property & Casualty Brokers License.

• CPCU, CIC, CRIS, etc., are considered a plus.

• Strong customer service experience is essential.

• Proficiency in Microsoft Office Suite and the ability to quickly learn industry-specific software.

• Ability to collaborate effectively with team members and other departments.

• A strong desire to learn, explore new ideas, and seek out new knowledge.

• Flexibility to embrace change and quickly adapt to shifting priorities.

🏝️ Benefits

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows.

• Professional development opportunities.

• Owner Referral Program.

• Work from home reimbursement for remote/hybrid roles.

• Canary emergency financial assistance program.

• Comprehensive medical, dental, and vision coverage.

• Life/AD&D Insurance.

• Confidential Employee Assistance Program.

• Health Savings Account, which includes a company contribution.

• Short-term disability coverage.

• Voluntary benefits, including supplemental accident, critical illness, and hospital insurance.

• Employee discounts.

• 401(k) Plan with company match contribution.

• Additional Wealth Financial Wellness Program.

• Various Time Off Programs.

• 11 company-paid holidays.