Senior Account Executive

Our client is seeking a detail-oriented Senior Account Executive to support their Program Group underwriting team. This role serves as a key right-hand partner to the Lead Underwriter, helping manage and triage inbound submissions from retail agents, identify viable opportunities, and support the underwriting process from intake through decision. This is a high-visibility role ideal for someone looking to grow into a more advanced underwriting or account executive position over time.

 

• Review, triage, and manage inbound submissions from retail agents, filtering opportunities based on program appetite and underwriting guidelines.
• Conduct initial risk reviews to determine submission completeness, eligibility, and overall viability prior to underwriter review.
• Serve as the primary support partner to the Lead Underwriter, assisting with file preparation, follow-ups, and workflow management.
• Communicate directly with retail agents to request missing information, clarify exposures, and follow up on pending submissions.
• Organize and prioritize submission flow to ensure timely underwriting review and responsiveness to agents.
• Prepare underwriting files, summaries, and supporting documentation to facilitate efficient underwriting decisions.
• Track submission status, document activity, and maintain accurate records within underwriting systems.
• Support renewal preparation, endorsements, and ongoing servicing as needed.
• Assist in identifying process improvements to help reduce bottlenecks and improve submission turnaround times.
• Collaborate closely with underwriting leadership to ensure alignment with program goals and risk appetite.

 

• 2+ years of experience in an underwriting support, underwriting assistant, or similar insurance role (program business preferred).
• Strong understanding of commercial insurance submissions and underwriting workflows.
• Experience working with retail agents and managing high submission volume.
• Excellent organizational skills with the ability to prioritize and manage competing deadlines.
• Strong written and verbal communication skills, particularly in agent-facing correspondence.
• Detail-oriented with the ability to evaluate submissions for completeness and accuracy.
• Proficient in Microsoft Office and underwriting/agency management systems.
• Desire and aptitude to grow into a more advanced underwriting or account-focused role over time.

 

• $65,000 – $75,000 base salary
• Bonus opportunities available
• Competitive benefits package
• Long-term growth potential within underwriting or account leadership tracks