Assistant Account Executive, Insurance Client Services

Brown & Brown; Village of Rye Brook (NY); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Tuition reimbursement

Paid time off

Job summary

Brown & Brown in Rye Brook, NY is seeking an Assistant Account Executive to support the Account Executive team in managing client accounts, ensuring efficient service and contributing to client satisfaction and retention in the insurance brokerage industry.

You will assist with renewals, endorsements, claims, and processing of applications while maintaining organized client files and aiding in sales and marketing efforts.

Qualifications

• Bachelor’s degree preferred in Business Administration, Finance, or related field.
• 1–2 years in administrative or support role within insurance/financial services preferred.
• Strong organizational skills with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Assist Account Executives with day-to-day account management tasks (renewals, endorsements, claims).
• Prepare and process insurance applications, proposals, and related documents.
• Communicate with clients, carriers, and internal teams; gather information and resolve inquiries.
• Maintain organized client files and update account information in the agency system.
• Support sales and marketing efforts with presentations and reports.
• Research insurance market trends to develop client solutions.
• Ensure compliance with policies and regulations.
• Participate in client meetings and presentations as needed.

Skills

Strong organizational skills

Attention to detail

Communication skills

Time management

Teamwork

Education

Bachelor’s degree in Business Administration or Finance

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Job description

Brown & Brown in Rye Brook, NY is seeking an Assistant Account Executive to support the Account Executive team in managing client accounts, ensuring efficient service and contributing to client satisfaction and retention in the insurance brokerage industry.

You will assist with renewals, endorsements, claims, and processing of applications while maintaining organized client files and aiding in sales and marketing efforts.