Account Executive / Broker Assistant Alpharetta
$80k - $100kCriterion Executive Search
Top E&S wholesale brokerage is seeking an Account Executive / Broker Assistant to support our brokers across the full insurance lifecycle, from submissions and marketing through binding, policy issuance, and ongoing servicing. This is a hands-on, process-driven role for someone who thrives in a fast-paced wholesale environment and takes ownership of their workflows with precision and professionalism.
Key Responsibilities:
Key Responsibilities:
- Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency.
- Assist brokers with quote preparation, submission follow-up, and carrier communications.
- Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations.
- Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service.
- Maintain organized files and ensure compliance with underwriting and documentation requirements.
- Support brokers with administrative tasks and special projects as needed.
- 3-5 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered).
- Strong understanding of E&S or commercial lines products and processes.
- Excellent organizational skills with keen attention to detail.
- Strong communication skills and ability to multitask in a fast-paced environment.
- Proficiency in Microsoft Office and insurance management systems.
- Competitive salary: $80,000 - $100,000 (based on experience)
- Hybrid work schedule (3-4 days in office)
- Excellent benefits package
- Opportunity to grow with a leading E&S wholesaler
Vacancy posted 9 days ago
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