Account Executive

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Oversee the renewal lifecycle of commercial insurance accounts.

• Assist with account submissions, renewals, and policy servicing.

• Generate insurance policies, binders, and endorsements.

• Ensure accurate policy documentation and maintain client account records.

• Provide daily customer service and account support.

• Liaise with insurance carriers and underwriters.

• Support brokers with submissions and market communications.

• Collaborate with internal teams to guarantee accurate coverage placement.

• Review insurance policies and documentation for precision and completeness.

• Process endorsements, binders, and updates to policies.

• Assist in coverage analysis and preparation for renewals.

• Utilize insurance brokerage systems such as Titan.

• Maintain client and policy records within agency management systems.

• Use Excel for reporting, tracking, and data analysis.

• Apply formulas and data tools to manage account information effectively.

• Work alongside brokers and senior team members on account servicing.

• Engage in training and team initiatives aimed at enhancing operational efficiency and client service.

⛳️ Requirements

• A minimum of 1+ years of professional experience in commercial insurance.

• Experience in managing client accounts, financial data, or complex documentation.

• Familiarity with policy administration, renewals, or underwriting support.

• Strong proficiency in Microsoft Excel, including formulas and data management.

• Excellent attention to detail and organizational skills.

• Capability to manage multiple client accounts and deadlines in a dynamic environment.

• A Property & Casualty (P&C) License is required for consideration.

• Preferred experience in the wholesale insurance industry and various markets.

• Familiarity with insurance agency management systems or brokerage platforms is preferred; experience with ImageRight and AIM is a significant advantage.

• Preferred experience working with middle-market commercial clients.

• A Bachelor’s degree in Business, Finance, Accounting, or Risk Management is preferred.

• Participation in hands-on training and mentorship is encouraged.

🏝️ Benefits

• Paid time off for company holidays, vacation, sick, and personal days.

• Paid parental leave.

• Access to mental health services.

• A comprehensive benefits package that supports physical, financial, and emotional well-being.

• Bonuses available for full-time roles.

• Benefits eligibility for full-time positions.

• Reasonable accommodations for disabilities.