Account Associate (Wholesale Property & Casualty) - Remote

Overview

The P&C Wholesale Account Associate will provide administrative and operational support to senior underwriting and broker staff, ensuring accurate and timely completion of all marketing, service, data entry, and bind/post-bind tasks.

In Short

• Provide administrative support to underwriting and broker staff.
• Enter and update account information in the agency management system.
• Ensure data integrity and compliance with documentation requirements.
• Prepare and process bind orders.
• Manage inbound calls and respond to customer needs.
• Process mid-term changes and cancellations.
• Assist in preparing quote proposals and summaries.
• Communicate with carrier and retail agent partners.
• Support the business unit with administrative tasks.
• Collaborate with team members and departments.

Requirements

• Bachelor’s degree preferred.
• 1 year of underwriting or related insurance experience required.
• Property & Casualty Brokers License is a plus.
• Strong customer service experience.
• Proficiency in Microsoft Office Suite.
• Ability to work collaboratively.
• Strong desire to learn and explore new ideas.
• Flexibility to adapt to changing priorities.

Benefits

• Employee Ownership Program.
• Professional development opportunities.
• Work from home reimbursement.
• Comprehensive medical, dental, and vision benefits.
• 401(k) Plan with company match contribution.
• Various Time Off Programs.
• 11 company paid holidays.
• Emergency financial assistance program.
• Employee discounts.
• Confidential Employee Assistance Program.