Account Executive, Wholesale Casualty
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Job Description
Account Executive supporting a middle-market insurance brokerage team specializing in real estate-driven accounts. Managing client accounts, policy submissions, renewals, endorsements, and client support with a focus on operational efficiency.
Responsibilities:
- Manage the renewal lifecycle of commercial insurance accounts
- Support account submissions, renewals, and policy servicing
- Issue insurance policies, binders, and endorsements
- Maintain accurate policy documentation and client account records
- Provide day-to-day customer service and account support
- Communicate with insurance carriers and underwriters
- Support brokers with submissions and market communications
- Review insurance policies and documentation for accuracy and completeness
- Utilize insurance brokerage systems such as Titan
- Work closely with brokers and senior team members on account servicing
- Participate in hands-on training with senior leadership and internal training programs.
Requirements:
- 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.
Benefits:
- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services
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