California Licensed Account Executive
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Job Summary
Collaborating with the Broker team, the full-time California Licensed Account Executive will manage accounts, assist in executing trades, and navigate regulatory compliance while working remotely.
Key responsibilities
- Prepares accounts for new business and renewal processes, ensuring optimal client coverage and retention strategies
- Supports brokers in creating market submissions and reviewing documents for accuracy
- Generates reports on performance metrics to inform brokers on portfolio trends and enhances the book of business
Required qualifications
- Minimum of 1 year of experience in the insurance industry
- Bachelor's degree required; preferred fields include Business Administration, Sales, or Risk Management
- California P&C and/or surplus line licenses are required
- Preferred certifications include Certified Insurance Service Representative (CISR) and Commercial Insurance License (CIL)
Complete Job Description
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