Account Executive / Broker Assistant Alpharetta

Cesfl; Alpharetta (GA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary

Excellent benefits package

Growth opportunities

Job summary

Cesfl in Alpharetta, GA, seeks an Account Executive / Broker Assistant to support wholesale brokerage operations across the full insurance lifecycle, from submissions and marketing through binding, policy issuance, and servicing.

You will handle policy documentation, assist with quotes, manage renewals, coordinate with carriers and retail agents, and keep files compliant. A strong eye for detail, excellent communication, and proficiency with MS Office are essential.

Qualifications

• 3–5 years of insurance experience in wholesale brokerage or related areas.
• 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 with Microsoft Office and insurance management systems.

Responsibilities

• Process binders, endorsements, policies, certificates with accuracy and efficiency.
• Assist brokers with quote preparation, submissions, and carrier communications.
• Manage policy servicing throughout term, including renewals and cancellations.
• Coordinate with retail agents, carriers, and internal teams for smooth transactions.
• Maintain organized files and ensure underwriting/documentation compliance.
• Support brokers with administrative tasks and special projects as needed.

Skills

Insurance experience

E&S knowledge

Attention to detail

Communication skills

Multitasking

Tools

Microsoft Office

Insurance management systems

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