Account Executive

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

📋 Description

• Oversee the renewal lifecycle for commercial insurance accounts.

• Assist with account submissions, renewals, and servicing of policies.

• Generate insurance policies, binders, and endorsements.

• Ensure accurate policy documentation and maintain client account records.

• Deliver daily customer service and account support.

• Liaise with insurance carriers and underwriters.

• Aid brokers with submissions and market communications.

• Collaborate with internal teams to guarantee precise coverage placement.

• Examine insurance policies and documentation for accuracy and completeness.

• Process endorsements, binders, and updates to policies.

• Assist in coverage analysis and preparation for renewals.

• Utilize insurance brokerage systems like Titan.

• Maintain client and policy records within agency management systems.

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

• Utilize formulas and data tools to efficiently manage account information.

• Work closely with brokers and senior team members on account servicing.

• Engage in hands-on training with senior leadership and internal training programs.

• Contribute to team initiatives aimed at enhancing operational efficiency and client service.

• Receive practical training and mentorship from senior team members in insurance account management, brokerage systems, policy administration, renewal workflows, and communication with carriers and brokers.

⛳️ Requirements

• At least 1+ years of professional experience in commercial insurance.

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

• Background in policy administration, renewals, or underwriting support.

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

• Exceptional attention to detail and organizational abilities.

• Capability to handle multiple client accounts and deadlines in a fast-paced environment.

• Experience in the wholesale insurance sector and various markets is preferred.

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

• Experience working with middle market commercial clients is preferred.

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

🏝️ Benefits

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

• Paid parental leave.

• Access to mental health services.

• Comprehensive benefits package.

• Bonuses for eligible full-time positions.

• Employee benefits and total rewards package.

• Reasonable accommodations for individuals with disabilities.