Support the broker team across the full account lifecycle, including renewals, new business, and day-to-day client service
Prepare accounts for new business and renewal processes, initiating renewal reviews to help deliver optimal coverage and support client retention
Assist brokers with market submissions, quote cover letters, proposals, and presentations
Review policies, endorsements, invoices, and carrier documents to ensure accuracy and compliance
Support renewals and help generate new business through referrals
Evaluate and help mitigate risk exposures while ensuring adherence to regulatory and internal guidelines
Maintain accurate data and documentation within internal systems
Generate reports and insights on account performance and portfolio trends
Partner with internal teams (including Premium Accounting) to resolve invoicing issues and manage notices of cancellation
Build strong relationships internally and externally, contributing to a team-oriented, high-work-ethic culture

Experience supporting brokers or account managers in a retail or wholesale brokerage environment
Strong attention to detail, organization, and follow-through
Comfortable working on multiple accounts and deadlines simultaneously
Collaborative mindset with a willingness to roll up your sleeves
Active Property & Casualty license or willingness to obtain their license
1+ year of experience in the insurance industry (P&C strongly preferred)
Experience within the habitational vertical
Bachelor's degree (Risk Management, Business, Sales, etc.)
Experience with AIM, ImageRight, Microsoft Office/Outlook/Teams

Account Executive, Property & Casualty

Key skills