Provide account management and operational support to a growing wholesale brokerage team, managing new business and renewal activity, preparing market submissions, and improving workflows through technology and AI-enabled tools.
The target salary range for this position is $64,000.00 - $80,000.00 annually.
- Support the Broker throughout the new business and renewal lifecycle, including gathering account information, preparing submissions, reviewing quotes, and coordinating next steps.
- Proactively manage renewal timelines and help ensure accounts progress accurately and efficiently through each stage of the process.
- Prepare market submissions, quote comparisons, coverage summaries, proposals, and other materials for agents and clients.
- Review policy documents, binders, endorsements, invoices, and account records for accuracy and completeness.
- Maintain accurate and timely account information within internal systems and ensure documentation meets quality, service, and compliance standards.
- Bachelor’s degree in Business Administration, Risk Management and Insurance, Finance, Economics, Data Analytics, or a related field
- Nice to have: Insurance experience
- Nice to have: Wholesale insurance
- Nice to have: Excess and surplus lines market
- Nice to have: Recent graduates with strong analytical skills