🛠 Tech Stack

💼 About This Role

You'll serve as the day-to-day contact for client requests within an Energy book of business and prepare renewal materials under Account Executive direction. You'll partner with the AE on negotiations, program design, and new client onboarding. This role offers growth in a supportive, team-oriented environment.

🎯 What You'll Do

• Serve as day-to-day contact for client requests
• Prepare renewal materials including premium and loss summaries
• Partner with Account Executive on client interactions and negotiations
• Create marketing submissions and manage carrier negotiations

📋 Requirements

• Experience with a diversified client book of business preferred
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills and ability to work independently
• Experience with MS Office products required (PowerPoint, Outlook, Word, Excel)

✨ Nice to Have

• Holds or is pursuing general insurance designation
• Some travel may be required

🎁 Benefits & Perks

• 💰 Annual Performance Bonus
• 📈 Stock Purchase
• 🏥 Medical, Dental, Vision
• 🏖️ Paid Time Off
• 🏋️ Well-Being Stipend

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Offer· N/A