Account Associate (Wholesale P&C)

Integrated Specialty Coverages, LLC; United States; Hybrid; USD 33,062 - 41,328; Full time

Benefits offered by this job

Employee Ownership Program

Owner Referral Program

Work from home reimbursement

Health insurance

401(k) Plan with company match

Paid time off

Job summary

Integrated Specialty Coverages, LLC (ISC) is seeking an entry-level P&C Wholesale Account Associate to provide administrative and operational support to senior underwriting and broker staff. You will help with marketing, service, data entry, and bind/post-bind tasks in a developing role.

You’ll enter account and policy data, ensure data integrity, prepare bind orders, and handle post-bind tasks while collaborating with brokers and underwriters.

Qualifications

• Minimum of 1 year of underwriting or related insurance experience.
• Must have Property & Casualty Brokers License.
• 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.

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.
• Assist 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.

Skills

Underwriting experience

Team collaboration

Adaptability

Fast learner

Communication

Education

Property & Casualty Brokers License

Tools

Microsoft Office Suite

Industry-specific software

Job description

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.

Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.

Job Summary

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.

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
• Assist 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

Minimum Qualifications

• Minimum of 1 year of underwriting or related insurance experience required
• Must have Property & Casualty Brokers License
• 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

This role also offers bonus pay. Your ISC Talent Acquisition representative will share more details about the bonus component should you advance in the interview process.

The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$24 - $30 USD

Benefits of Working at ISC

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• 401(k) Plan with company match contribution
• Addition Wealth Financial Wellness Program

Applicants may contact the ISC HR department via e‑mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at [e-mail] or 760-599-7242.

ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can‑do” attitude, and fostering a collaborative and mutually supportive environment.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

Must be legally authorized to work in the United States.

ISC participates in the Federal E-Verify program