Account Executive

The account executive will be responsible for managing not only internal, but also key client relationships to ensure lasting, solid connections that lead to long-term growth. The account executive will also be responsible for keeping all accounts up-to-date and accurate.

Essential functions

•   Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to producers or clients as directed
•   Handles normal account service activity including endorsements, audits, invoicing, etc.
•   Is responsible for policy processing and quality control
•   Performs additional assigned duties as necessary
•   Assists with proposals when needed
•   Verifies policy changes and communicate updates to producer
•   Tracks open items and communicates any changes or concerns to appropriate persons
•   Creates and maintains solid relationships with internal and external customers by providing accurate, timely, ethical responses
•   Generates new ideas or techniques to improve procedures


Possesses a supportive and responsive manner with internal and external customers

High School diploma or equivalent required, bachelor’s degree preferred

Has 3 years or more of insurance experience

Has ability to multitask accurately and efficiently

Possesses above average computer knowledge and skills

Has knowledge and experience necessary for independent decision-making ability

General knowledge of the insurance industry required

Interpersonal Skills

Self-motivated, action and results oriented 

Well organized, good communication and reporting skills 

Ability to successfully work under tight project deadlines

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