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Senior Account Executive

Job Description - Senior Account Executive


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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