Account Executive

Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

• May assist with inputting and updating current client information in all required systems.
• Communicates with retail agency personnel and underwriters to ensure accurate account information.
• Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
• Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
• May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
• Resolves invoicing issues with Premium Accounting.
• Communicates with Premium Accounting regarding notices of cancellation.
• Helps to ensure claim notifications are sent to the claims department.
• Perform basic office duties; filing/copying/printing documents/maintaining files
• Prepare reports, submissions. Cover letters and reviews policy for accuracy.
• Other relevant duties as assigned.