Commercial Lines Account Executive

Assistant Account Executive

Job Summary

Seeking a highly motivated and detail-oriented Assistant Account Executive to join a team. This role offers an exciting opportunity to work in a family-oriented, flexible, and efficient environment within the construction insurance industry. As an Assistant Account Executive, you will play a key role in supporting a team by managing accounts, processing policies, and ensuring exceptional service to a clients. This position is ideal for a professional with a strong understanding of General Liability and Excess Policies in the construction space and a passion for delivering high-quality results.

Compensation Package

• Salary: $80,000 - $100,000 annually, with a commission structure based on renewal accounts.
• Benefits: Contribution to HSA ($5,000 annually).
• Work Arrangement: Hybrid model after training (initially onsite, transitioning to 1-2 days work-from-home per week based on tenure and performance).
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Assist with managing a book of business valued at $20 million, focusing on accounts ranging from $300,000 to $2 million.
• Support renewal processes by sending out renewal emails, following up on documentation, and updating underwriting analysis.
• Process endorsements, policies, forms, and tax filings as needed.
• Prepare proposals and create finance agreements.
• Maintain and update client records, ensuring accuracy and compliance.
• File documents and emails from insureds and agents.
• Occasionally make outbound calls to agents to follow up on pending items.
• Assist with quoting new and renewal business, with a focus on renewals initially and gradual involvement in new business accounts.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years of experience in a similar role, preferably within the construction insurance sector.
• Technical Skills: Proficiency in Applied EPIC and TAM software.
• Knowledge: Strong understanding of General Liability and Excess Policies in the construction space.
• Soft Skills: Excellent organizational skills, attention to detail, and the ability to work collaboratively in a small, family-oriented team environment.
• Background Check: Successful completion of a background check is required prior to the start date.

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