Account Executive

Job Description

Precision matters. Details count. Service wins.

We’re seeking a highly organized and detail-driven Account Executive to support and manage insurance policies from submission through renewal. This role is perfect for someone who takes pride in accuracy, thrives in a fast-paced environment, and understands that exceptional service is built on getting the details right.

You’ll play a key role in ensuring applications, policies, and client communications are handled seamlessly while supporting strong client and agency relationships. While we would prefer candidates with commercial insurance experience, we are willing to train someone with professional office experience.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Work from Home

Responsibilities

• Manage the full account workflow—reviewing submissions, preparing quotes, binding coverage, and processing renewals

• Ensure accuracy across all documentation, including applications, policies, endorsements, and certificates

• Enter and maintain detailed client and policy data across multiple systems

• Coordinate with carriers and underwriters to obtain quotes and finalize coverage

• Communicate with agencies and clients to support service needs, follow-ups, and account retention

Requirements

• Positive, can do attitude! You need to be a team player, have a strong work ethic and contribute to a happy & healthy work culture.
• Valid NYS Property & Casualty Insurance License and prior experience in insurance underwriting, policy servicing, or account management preferred- willing to train the right person
• Strong attention to detail and ability to review insurance documents for accuracy
• Ability to manage multiple priorities in a deadline-driven environment
• Clear written and verbal communication skills

Salary : $42,000 - $50,000