Associate Account Executive, Senior Living- CAC

Location: Remote, United States

Salary: $90,000–$100,000 per year

Company

Insurance brokerage and advisory services covering insurance placement and capital markets, with a focus on client service and industry expertise.

What you will do

• Manage renewal processes, new business preparation, and ongoing service for Middle Market and complex accounts.
• Collect client, carrier, underwriting, financial, and exposure information and coordinate renewal submissions.
• Organize renewal strategy meetings and insurer meetings with Producers, Senior Account Executives, clients, and carriers.
• Prepare client proposals, including quote analysis, marketing summaries, coverage comparisons, and financial comparisons.
• Complete binding, invoicing, evidence of coverage, surplus lines, certificate renewal, endorsement, and policy documentation processes.
• Respond to client requests, resolve accounting issues, maintain account records, and review the work of Junior Account Managers.

Requirements

• 3+ years of relevant work experience.
• Bachelor’s degree preferred.
• Strong verbal and written communication, professionalism, confidentiality, attention to detail, and time management.
• Ability to work independently in a fast-paced environment and make decisions regarding assigned duties.
• Strong understanding of the insurance coverages serviced by the team.
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Remote work within the United States.
• Collaboration with Producers, Account Executives, Claims, carriers, clients, and service colleagues.
• Opportunity to train Junior Account Managers and support a team-oriented client service environment.