Account Associate (Wholesale P&C)

About the role

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. This is a developing level position.

Responsibilities

• Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
• Accurately enter data received on applications into carrier online rating portals
• Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
• Prepare, review, and process bind orders in coordination with the brokers and underwriters
• Complete post-bind tasks, Including policy issuance, endorsements and cancellations
• Confirm all required forms, signatures and documentation are complete
• Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience
• Process mid-term changes, cancellations, reinstatements, and renewal documentation
• Track and follow up on outstanding carrier requests to ensure timely resolution
• Manage assigned task queues to ensure brokers/underwriters receive timely support
• Aid in preparing quote proposals, summaries, and market comparison documents when needed
• Ensure compliance with carrier and regulatory documentation requirements
• Communicate with carrier and retail agent partners
• Respond to requests for missing or corrected information promptly
• Provide administrative support to the business unit as needed

Requirements

• Bachelor’s degree preferred
• Minimum of 1 year of underwriting or related insurance experience required
• Property & Casualty Brokers License
• CPCU, CIC, CRIS, etc. a plus
• Strong customer service experience
• Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
• Ability to work collaboratively with team members and other departments
• Strong desire to learn, explore new ideas, and seek out new knowledge
• Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities

Qualifications

• Must be legally authorized to work in the United States
• ISC participates in the Federal E-Verify program