Our client is seeking a detail-oriented Senior Account Executive to support their Program Group underwriting team. This role serves as a key right-hand partner to the Lead Underwriter, helping manage and triage inbound submissions from retail agents, identify viable opportunities, and support the underwriting process from intake through decision. This is a high-visibility role ideal for someone looking to grow into a more advanced underwriting or account executive position over time.
Key Responsibilities:
Review, triage, and manage inbound submissions from retail agents, filtering opportunities based on program appetite and underwriting guidelines.
Conduct initial risk reviews to determine submission completeness, eligibility, and overall viability prior to underwriter review.
Serve as the primary support partner to the Lead Underwriter, assisting with file preparation, follow-ups, and workflow management.
Communicate directly with retail agents to request missing information, clarify exposures, and follow up on pending submissions.
Organize and prioritize submission flow to ensure timely underwriting review and responsiveness to agents.
Prepare underwriting files, summaries, and supporting documentation to facilitate efficient underwriting decisions.
Track submission status, document activity, and maintain accurate records within underwriting systems.
Support renewal preparation, endorsements, and ongoing servicing as needed.
Assist in identifying process improvements to help reduce bottlenecks and improve submission turnaround times.
Collaborate closely with underwriting leadership to ensure alignment with program goals and risk appetite.
Requirements:
2+ years of experience in an underwriting support, underwriting assistant, or similar insurance role (program business preferred).
Strong understanding of commercial insurance submissions and underwriting workflows.
Experience working with retail agents and managing high submission volume.
Excellent organizational skills with the ability to prioritize and manage competing deadlines.
Strong written and verbal communication skills, particularly in agent-facing correspondence.
Detail-oriented with the ability to evaluate submissions for completeness and accuracy.
Proficient in Microsoft Office and underwriting/agency management systems.
Desire and aptitude to grow into a more advanced underwriting or account-focused role over time.
Salary & Benefits:
$65,000 – $75,000 base salary
Bonus opportunities available
Competitive benefits package
Long-term growth potential within underwriting or account leadership tracks
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