Assistant Account Executive
Core
Supporting Account Executives in managing client accounts, developing strategies, and ensuring client satisfaction within the commercial insurance brokerage industry.
Role type
Assistant Account Executive
Builds
Client proposals, presentations, and project deliverables for commercial insurance clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Client relationship management, strategic planning, research and analysis, project coordination, budget monitoring, report preparation, industry trend analysis
Preferred skills
Autonomy, systematic organization, time management, problem solving, computer competency
Responsibilities
Assist in managing client accounts, collaborate on strategy development, conduct research for proposals, coordinate internal teams, monitor project timelines and budgets, prepare client reports, support client meetings
Seniority
Entry-level to Junior, hands-on IC