Account Executive
$62,000–$77,500 year
RemoteUnited States
Job Summary
Manage the renewal lifecycle of commercial insurance accounts, including policy submissions, renewals, endorsements, and client support. Coordinate with carriers and brokers to ensure accurate policy administration and timely renewals. Review policies for accuracy, process binders and updates, and maintain client records within Titan and agency management systems. Utilize Excel for reporting and data analysis to track account information efficiently. This role provides hands-on training and mentorship from senior leadership on account management processes and carrier communication practices.
Required Qualifications
- Minimum 1+ years of professional experience in commercial insurance
- Experience managing client accounts, financial data, or complex documentation
- Experience with policy administration, renewals, or underwriting support
- Strong proficiency in Microsoft Excel, including formulas and data management
- Strong attention to detail and organizational skills
- Ability to manage multiple client accounts and deadlines within a very fast paced environment
- Property & Casualty (P&C) License required for consideration
Desired Qualifications
- Experience in the wholesale insurance industry and within various markets
- Familiarity with insurance agency management systems or brokerage platforms, ImageRight and AIM a major plus
- Experience working with middle market commercial clients
- Bachelor's degree in Business, Finance, Accounting, or Risk Management
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