Account Executive / Broker Assistant Old Lyme CT

Job Description

Job Description

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:

• 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.

 
Qualifications & Skills:

• 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.

 
What We Offer:

• 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