Account Executive, Brokerage Operations
Core
Account management and operational support for a wholesale brokerage team, managing new business and renewals, preparing market submissions, and analyzing portfolio data.
Role type
Account Executive (Brokerage Operations)
Builds
Market submissions, coverage summaries, proposals, and operational reports for retail brokerage firms.
Domain
Insurance (Property & Casualty, Wholesale Brokerage)
Required skills
Analytical mindset, Microsoft Excel proficiency, attention to detail, multi-priority management, clear written/verbal communication
Preferred skills
Insurance experience, familiarity with wholesale brokerage operations, interest in AI-enabled tools
Technologies
Microsoft Excel, AI-enabled tools
Responsibilities
Support the Broker throughout the new business and renewal lifecycle, prepare market submissions and quote comparisons, review policy documents and account records for accuracy, maintain internal account information, produce reports on renewals and retention, coordinate with internal partners to resolve account matters, identify workflow improvement opportunities.
Seniority
Entry to Mid-level, individual contributor