Junior Account Executive
New
E
EPIC BrokersInsurance
Remote US BasedFull-TimeJunior
Salary75,000 - 85,000 USD per year
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Job Details
- Experience
- Three (3) to five (5) years
- Required Skills
- SalesforceMicrosoft ExcelPowerPoint
Requirements
- Bachelor’s degree or equivalent combination of education and insurance industry experience preferred.
- Three (3) to five (5) years of experience in insurance account management, underwriting support, brokerage, or client services.
- Working knowledge of insurance coverage forms, underwriting principles, and renewal processes.
- Strong analytical, organizational, and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent written, verbal, and interpersonal communication skills.
- High level of professionalism and commitment to client service excellence.
- Proficiency in Microsoft Excel, PowerPoint, Word, Salesforce, and other web-based systems.
- Insurance license or progress toward licensure preferred.
Responsibilities
- Support the day-to-day servicing, retention, and administration of assigned insurance and captive accounts.
- Serve as a primary contact for routine client requests, including certificates of insurance (COIs), endorsements, policy documentation, and account updates.
- Assist in the identification, analysis, and documentation of client insurance exposures and loss experience.
- Support underwriting and program structures by preparing quote specifications, coverage summaries, collateral analysis, and supporting data.
- Assist with renewal and new business cycles by maintaining timelines, preparing renewal planners, and coordinating deliverables.
- Prepare client-facing materials including proposals, reports, presentations, and meeting materials.
- Review contracts and insurance requirements to identify coverage gaps, compliance concerns, and potential errors.
- Maintain accurate and up-to-date client information within Salesforce and internal systems.
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