Masters Insurance | Financial

Account Executive

• Work with a supportive team of Account Executives to service and market an active, growing book of business
• Gain exposure to commercial risks for small to medium-sized accounts in the Construction, Realty, and Manufacturing segments
• Review insurance requirements in contracts and rental leases to ensure compliance and issue Certificates of Insurance as needed
• Issue certificates, insurance summaries, proposals, Binders of Insurance, and other commercial insurance documentation accurately and on time
• Communicate with clients and underwriters via phone, email, and in person to manage requests, resolve issues, and provide information
• Use TAM and insurance company portals for record-keeping, updates, and processing documentation
• Follow up on client requests and internal tasks to ensure timely resolution
• Prepare renewal and claim reviews, inspect reports, and follow up on outstanding recommendations
• Request, verify, and invoice policy endorsements, renewal documents, and cancellations
• Manage abeyances and follow up with underwriters and clients for outstanding information
• Collaborate with Account Executives and Insurance Underwriters to provide support and ensure smooth processes
• Set up premium financing for clients opting to finance their insurance premiums
• Manage multiple tasks in a dynamic, fast-paced work environment while adapting to changing priorities

Explore Account Associate, Commercial Insurance at Masters Insurance | Financial. Review requirements and application details.

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Account Associate, Commercial Insurance