Account Executive
Core
Assists brokers in executing insurance trades, managing accounts, and navigating regulatory compliance to support retail brokerage firms.
Role type
Account Executive (Insurance)
Builds
Insurance policies and client service solutions
Domain
Insurance / Property & Casualty
Required skills
Insurance industry knowledge, account management, regulatory compliance, new business development, risk evaluation, data accuracy, reporting, stakeholder communication
Preferred skills
State P&C and/or surplus line licenses, CISR certification, Commercial Insurance License (CIL)
Technologies
Internal insurance systems, policy documents, invoicing systems
Responsibilities
Prepare accounts for new business and renewals, support market submissions and quote cover letters, build relationships with brokers, drive renewals and solicit new business, prepare new business strategies and proposals, evaluate and mitigate account risks, ensure data accuracy in internal systems, generate performance reports, resolve invoicing issues
Seniority
Entry-level to Mid-level