Do you have 1-3 years of commercial insurance experience andready to level up your career? We are seeking a motivated and go getter candidate that has interest in expanding their career in wholesale brokering. The right candidate has casualty knowledge, attention to detail, sense of urgency and does not want to settle for the bare minimum. This person will start off on a team to service and support a book of business with unlimited upside once trained. 

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.

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.
• Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs.
• Collaborates with the broker to drive renewals and solicits new business through client referrals.

Qualifications:

\- Please apply if you have a background in underwriting, account management, claims or a general agency.

\- P&C License preferred

\- Money motivated and winning attitude

Location:

Must be willing to go into San Francisco proper 3-4 days per week