
Assistant Account Executive
- Fairfield, CT
- Permanent
- Full-time
- Handling all processing and correspondence for insurance renewals, endorsements, and cancellations
- Processing policy change requests from Account Executives as well as directly from customers
- Providing reports for processing new business and/or remarketing of accounts
- Providing Account Executives with quotes on existing or new accounts as needed
- Providing documentation to mortgage companies and lenders on behalf of clients
- Issuing binders, insurance identification cards, evidence, and certificates of insurance as requested by Account Executives
- Providing Account Executives with updated summaries of insurance
- Performing accurate and thorough reviews of client coverage, exposure, and price, and communicating recommendations to the customer in a timely manner
- Maintaining business relationships with customers, company representatives, underwriters, as well as HUB producers and employees
- High school degree or office work experience
- Experience with an automated agency management system
- Excellent organizational skills and strong attention to detail
- Proven ability to manage multiple responsibilities in a deadline driven environment
- Possesses the ability to multitask
- Ability to work independently and collaboratively with a team
- Excellent written and verbal communication skills
- Proficient with Microsoft Office suite and EPIC preferred
- Valid P&C license preferred or must be willing to obtain P&C license if not licensed