KEY RESPONSIBILITIES 

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

• Manage accounts from submission through binding, including coordinating all required documentation and communications 

• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business 

• Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions 

• Select appropriate carriers and manage the marketing process for assigned accounts 

• Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions 

• Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines 

• Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate 

• Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities 

• Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships 

• Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery 

• Conduct research and prepare account or market analysis to support client and business development efforts 

• Maintain accurate records and manage all correspondence in accordance with company standards 

• Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Bachelor’s degree or equivalent combination of education and experience 

• Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years) 

• Demonstrated experience managing accounts, marketing business, and supporting placement activities 

• Strong understanding of insurance products, coverage structures, and market dynamics 

• Ability to independently manage multiple priorities and make informed decisions with limited supervision 

CERTIFICATIONS, LICENSES, REGISTRATIONS 

• Active state insurance license required in applicable lines of business 

FUNCTIONAL SKILLS 

• Strong knowledge of insurance products, underwriting processes, and carrier guidelines 

• Ability to negotiate terms and evaluate coverage options to support optimal placement outcomes 

• Effective account management skills across the full lifecycle (submission, quoting, binding, renewal) 

• Excellent written and verbal communication skills with the ability to interface across internal and external stakeholders 

• Strong analytical and problem-solving skills with attention to detail and accuracy 

• Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment 

• Proficiency in Microsoft Office and systems used for policy and account management 

• Strong interpersonal skills with the ability to build and maintain relationships with agents, carriers, and internal teams 

• Ability to work independently and exercise sound judgment in decision-making 

• Commitment to continuous learning and staying current on industry trends and market developments