Account Executive, Wholesale Casualty

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Oversee the renewal lifecycle for commercial insurance accounts.

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

• Generate insurance policies, binders, and endorsements.

• Ensure the accuracy of policy documentation and maintain client account records.

• Deliver daily customer service and account support.

• Liaise with insurance carriers and underwriters.

• Assist brokers with submissions and market communication efforts.

• Collaborate with internal teams to guarantee proper coverage placement.

• Evaluate insurance policies and documentation for precision and completeness.

• Handle endorsements, binders, and updates to policies.

• Aid in coverage analysis and preparation for renewals.

• Utilize insurance brokerage systems, such as Titan.

• Keep client and policy records organized within agency management systems.

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

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

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

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

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

• Receive mentorship on insurance account management processes, brokerage systems, policy administration, renewal workflows, and communication practices with carriers and brokers.

⛳️ Requirements

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

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

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

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

• Exceptional attention to detail and strong organizational skills.

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

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

• Knowledge of insurance agency management systems or brokerage platforms is preferred; proficiency in ImageRight and AIM is a significant advantage.

• Experience 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 that supports physical, financial, and emotional well-being.

• Bonuses available for full-time roles.

• Benefits provided for full-time positions.

• Hands-on training and mentorship from senior team members.

• Opportunities for internal training programs.