Senior Account Administrator - Executive Risk

SUMMARY 

The Senior Account Administrator provides advanced administrative and client service support to the Executive Risk team. This position partners closely with Account Managers, Account Executives, Producers, carriers, and clients to ensure the accurate and timely handling of policy administration, renewals, service requests, billing activities, and client documentation. The Senior Account Administrator serves as a key resource within the department, demonstrating a strong understanding of Executive Risk insurance coverages and agency processes while delivering exceptional customer service.

Essential Duties and Responsibilities

• Independently manage advanced administrative responsibilities with a high degree of accuracy and attention to detail.
• Serve as a resource to Account Managers and Account Executives regarding department procedures, workflows, and service processes.
• Effectively utilize Epic, document management systems, and other internal agency platforms to manage client information, policy documentation, workflows, correspondence, and service activities.
• Prepare and process policies, endorsements, audits, invoices, certificates of insurance, and related insurance documents.
• Coordinate renewal activities, including obtaining applications, gathering underwriting information, requesting loss runs, and preparing renewal documentation.
• Assist with the preparation of client stewardship reports, proposals, presentations, and other client-facing materials.
• Review policies and carrier documents for accuracy and completeness.
• Process policy changes, endorsements, cancellations, reinstatements, and other service transactions.
• Monitor billing activities and assist with premium reconciliation and collection efforts.
• Maintain complete and accurate client files in accordance with agency standards and compliance requirements.
• Support carrier and regulatory compliance activities, including surplus lines filings and other required documentation.
• Build and maintain productive working relationships with clients, carriers, underwriters, and internal team members.
• Participate in departmental initiatives, workflow improvements, and special projects.
• Maintain confidentiality and professionalism in all client and company interactions.
• Perform other duties as assigned.

Qualifications

• Strong knowledge of Executive Risk insurance products and coverages.
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational and time-management skills.
• Exceptional attention to detail and commitment to accuracy.
• Ability to prioritize multiple tasks and deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a collaborative team.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Ability to learn and effectively utilize agency management systems and emerging technologies.
• Strong customer service focus and professionalism.

Education and Experience

• High school diploma or equivalent required.
• Associate's degree or Bachelor's degree preferred.
• Three to five years of commercial insurance experience required.
• Executive Risk, Professional Liability, Financial Lines, or Management Liability experience preferred.
• Property & Casualty license required or ability to obtain within established company guidelines.

Physical Requirements

• Prolonged periods of sitting and working at a computer.
• Frequent use of standard office equipment.
• Ability to communicate effectively in person, by telephone, and through electronic communication.
• Occasionally required to stand, walk, bend, or lift up to 10 pounds.