Account Executive
About this role
Position Summary
The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities.
What will your job entail?
Job Responsibilities:
- Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention.
- Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy.
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