Serve as a direct liaison to retail brokers and carrier underwriters, managing ongoing communication on active accounts, renewals, and new submissions
Engage underwriters on coverage questions, endorsement requests, and binding instructions — advocating on behalf of clients and the AE
Respond to broker inquiries with timely, accurate information, escalating technical coverage discussions to the AE as appropriate
Coordinate with underwriters to track policy issuance, endorsements, and outstanding documentation, following up proactively to resolve open items
Support the AE in preparing renewal strategies, including gathering account data and communicating with underwriters on expiring terms
Maintain broker and underwriter relationships through consistent, professional, and knowledgeable interaction
Stay current on carrier appetites, underwriting guidelines, and market changes to better serve the Account Executive
Perform other duties as directed by the Account Executive

Proficiency in Microsoft Outlook, Word, and Excel
High School diploma required; college coursework preferred
Excellent written and verbal communication skills
Ability to work well under pressure in a fast-paced, deadline-driven environment
Proactive, independent work ethic with strong problem-solving and analytical skills
Willingness to learn on the job and maintain a positive, flexible attitude
Highly organized with strong attention to detail
Self-motivated and goal oriented

Assistant Account Executive

Key skills