Associate Account Executive, Insurance Diligence and Private Equity Solutions

Jobtailor; Illinois; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced professional to manage renewal processes, client meetings, and data-driven insurance program structures in a dynamic team. You will collaborate with product line specialists, advisors, and senior colleagues to prepare renewals, analyze quotes, and present proposals to clients.

Ideal candidates bring 2–7 years of property and casualty experience, strong communication skills, and proficiency in Microsoft Office.

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• State specific license is required.
• 2-7 years of property and casualty work experience required.
• Excellent communication skills, both verbal and written.
• Strong multitasking & time management skills.
• Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, and Word.

Responsibilities

• Coordinate team preparation for renewal and new business meetings
• Lead client meetings with support from product line specialists, advisors, and senior colleagues when necessary
• Participate in prospect meetings as required
• Interpret and summarize claims data
• Solicit relevant renewal data from clients and ensure timely return and distribution to supporting colleagues
• Prepare and process renewal submissions for marketing and follow up for carrier quotes
• Analyze quotes for accuracy and prepare comparative quote analyses for client presentations
• Perform data analysis to determine program structure options
• Create and compile client presentations and internal marketing materials
• Submit sold business to the insurance market and oversee implementation
• Review insurance company documents for accuracy and submit corrections for revision
• Maintain business relationships with clients, insurance carriers, and colleagues
• Oversee engagement of claims, analytics, and risk engineering resources
• Generate and maintain schedules of insurance, billing schedules, and other post-bind deliverables
• Maintain CAC client portals
• Monitor premium payment status and administer client invoicing and carrier payment timelines
• Review and process program audits and endorsements through the policy life cycle
• Perform other duties as assigned

Skills

Client Relationship Management

Data Analysis

Insurance Program Structuring

Microsoft Office Proficiency

Property and Casualty Experience

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

• Coordinate team preparation for renewal and new business meetings
• Lead client meetings with support from product line specialists, advisors, and senior colleagues when necessary
• Participate in prospect meetings as required
• Interpret and summarize claims data
• Solicit relevant renewal data from clients and ensure timely return and distribution to supporting colleagues
• Prepare and process renewal submissions for marketing and follow up for carrier quotes
• Analyze quotes for accuracy and prepare comparative quote analyses for client presentations
• Perform data analysis to determine program structure options
• Create and compile client presentations and internal marketing materials
• Submit sold business to the insurance market and oversee implementation
• Review insurance company documents for accuracy and submit corrections for revision
• Maintain business relationships with clients, insurance carriers, and colleagues
• Oversee engagement of claims, analytics, and risk engineering resources
• Generate and maintain schedules of insurance, billing schedules, and other post-bind deliverables
• Maintain CAC client portals
• Monitor premium payment status and administer client invoicing and carrier payment timelines
• Review and process program audits and endorsements through the policy life cycle
• Perform other duties as assigned

Requirements

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 2-7 years of property and casualty work experience required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, and Word
• Professional in appearance and business conduct with strong customer service

Core Competencies

Demonstrates expertise in client relationship management, data analysis, and insurance program structuring. Proficient in preparing presentations and managing renewal processes while ensuring compliance with industry standards.

Highest-signal resume keywords

• Client Relationship Management
• Data Analysis
• Insurance Program Structuring
• Microsoft Office Proficiency
• Property and Casualty Experience

Hard Skills

• Data Analysis
• Claims Data Interpretation
• Renewal Submission Preparation
• Comparative Quote Analysis
• Program Audit Processing

Soft Skills

• Excellent Communication Skills
• Strong Multitasking Skills
• Time Management Skills
• Customer Service Orientation

Certifications & Qualifications

• State Specific License

Industry Keywords

• Property and Casualty
• Insurance Market
• Client Presentations
• Billing Schedules
• Post-Bind Deliverables

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word