Job Description

Assistant Account Executive

Job Summary

Seeking a dedicated and detail-oriented Assistant Account Executive to join a team. This role is integral to supporting growing operations in the construction insurance sector. The ideal candidate will have a strong understanding of General Liability and Excess Policies, particularly within the construction space, and will be responsible for assisting with renewals, endorsements, proposals, and client communications. This is an excellent opportunity to join a family-oriented, flexible, and efficient organization with a collaborative culture.

Compensation Package

• Salary: $60,000 - $80,000 annually, based on experience
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Assist with renewal processes, including sending and following up on renewal emails and documentation 90 days prior to deadlines
• Update underwriting analysis and client records as needed
• Process endorsements, policies, forms, and tax filings
• Prepare proposals and finance agreements
• File documents and emails from insureds/agents
• Occasionally make outbound calls to agents to follow up on pending items
• Support quoting of new and renewal business
• Collaborate with the Account Executive and other team members to ensure efficient workflow

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 5+ years in a similar role, preferably in the construction insurance sector
• Technical Skills: Proficiency in Applied EPIC and TAM software
• Soft Skills:
  • Team player with the ability to work independently
  • Driven, self-motivated, and goal-oriented
  • Strong communication skills
  • Detail-oriented with excellent organizational skills
  • Demonstrates good tenure and commitment to professional growth

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