California Licensed Account Executive
Job Summary
Supporting the Broker team in executing trades and managing accounts, the full-time California Licensed Account Executive will assist in new business and renewal submissions, navigate regulatory compliance, and collaborate with internal teams while working remotely.
Key responsibilities
- Prepare accounts for new business and renewal processes, initiating renewal reviews to enhance client retention
- Support brokers in developing market submissions and ensure accuracy of received documents
- Build strong relationships with brokers to drive renewal opportunities and support new business efforts
Required qualifications
- Minimum of 2 years of insurance industry experience
- Bachelor's degree, preferably in Business Administration, Sales, Risk Management, or a related discipline
- State Property & Casualty (P&C) and/or Surplus Lines License(s) as required by state regulations
- Preferred certifications include Certified Insurance Service Representative (CISR) and Commercial Insurance License (CIL)
Complete Job Description
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