Account Executive / Broker Assistant Alpharetta Job at Criterion Executive Search, Alpharetta, GA

  • Criterion Executive Search
  • Alpharetta, GA

Job Description

Job Description

Job Description

Top E&S wholesale brokerage is seeking an Account Executive / Broker Assistant to support our brokers across the full insurance lifecycle, from submissions and marketing through binding, policy issuance, and ongoing servicing. This is a hands-on, process-driven role for someone who thrives in a fast-paced wholesale environment and takes ownership of their workflows with precision and professionalism.
Key Responsibilities:

  • Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency.
  • Assist brokers with quote preparation, submission follow-up, and carrier communications.
  • Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations.
  • Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service.
  • Maintain organized files and ensure compliance with underwriting and documentation requirements.
  • Support brokers with administrative tasks and special projects as needed.
Qualifications & Skills:
  • 3-5 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered).
  • Strong understanding of E&S or commercial lines products and processes.
  • Excellent organizational skills with keen attention to detail.
  • Strong communication skills and ability to multitask in a fast-paced environment.
  • Proficiency in Microsoft Office and insurance management systems.
What We Offer:
  • Competitive salary: $80,000 - $100,000 (based on experience)
  • Hybrid work schedule (3-4 days in office)
  • Excellent benefits package
  • Opportunity to grow with a leading E&S wholesaler

Job Tags

Work at office

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