Account Executive, Wholesale Casualty

Account Executive

The Account Executive supports a middle-market insurance brokerage team that specializes in real estate–driven accounts and a variety of commercial industries. This role is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support. The Account Executive works closely with brokers and carriers to ensure accurate policy administration, timely renewals, and strong client service. The position requires strong attention to detail, the ability to manage multiple accounts, and comfort working with insurance systems. Locations: Atlanta, Boca Raton, Phoenix, St. Louis

Account Management & Client Servicing

• Manage the renewal lifecycle of commercial insurance accounts
• Support account submissions, renewals, and policy servicing
• Issue insurance policies, binders, and endorsements
• Maintain accurate policy documentation and client account records
• Provide day-to-day customer service and account support

Carrier & Broker Coordination

• Communicate with insurance carriers and underwriters
• Support brokers with submissions and market communications
• Coordinate with internal teams to ensure accurate coverage placement

Policy Administration

• Review insurance policies and documentation for accuracy and completeness
• Process endorsements, binders, and policy updates
• Assist with coverage analysis and renewal preparation

Systems & Data Management

• Utilize insurance brokerage systems such as Titan
• Maintain client and policy records within agency management systems
• Use Excel for reporting, tracking, and data analysis
• Apply formulas and data tools to manage account information efficiently

Team Collaboration

• Work closely with brokers and senior team members on account servicing
• Participate in hands-on training with senior leadership and internal training programs
• Support team initiatives to improve operational efficiency and client service

Training & Onboarding

This role provides hands-on training and mentorship from senior team members. New hires will receive guidance on:

• Insurance account management processes
• Brokerage systems such as Titan
• Policy administration and renewal workflows
• Carrier and broker communication practices

Required Qualifications

• Minimum 1+ years of professional experience in commercial insurance
• Experience managing client accounts, financial data, or complex documentation
• Experience with policy administration, renewals, or underwriting support
• Strong proficiency in Microsoft Excel, including formulas and data management
• Strong attention to detail and organizational skills
• Ability to manage multiple client accounts and deadlines within a very fast paced environment

Preferred Qualifications

• Experience in the wholesale insurance industry and within various markets
• Familiarity with insurance agency management systems or brokerage platforms, ImageRight and AIM a major plus
• Experience working with middle market commercial clients
• Bachelor's degree in Business, Finance, Accounting, or Risk Management

Licensing

• Property & Casualty (P&C) License required for consideration