Account Executive - CL (City Underwriting Agency)



Sales & Business Development
lake success, ny, usa
Posted on Monday, March 13, 2023

Job Description

Job Title: Account Executive

Department: Commercial Lines

Reports To: Commercial Lines Manager

FLSA Status: Exempt

Required Work Hours: 35

Target Compensation: $75,000-$100,000

Summary: Responsible for service, policy maintenance, and marketing of an assigned portion of accounts. This position will be expected to provide prompt, accurate, and courteous support service to clients and coworkers.

Essential Duties and Responsibilities:

  • Primary contact for clients and underwriters, including meeting with clients as needed.

  • Check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines, unless delegated to Service Assistant.

  • Review contracts for insurance requirements. If offered/recommended coverage has been rejected, obtain appropriate documentation,

  • Receive, review and document all client and underwriter correspondence (phone, email, mail, fax, etc.) in agency management system, manage the change request and endorsement process according to agency guidelines,

  • Review follow up list on a weekly basis and take appropriate action, manage the cancellation process, and (potential) missed expiration report according to agency guidelines,

  • Ensure accounts are renewed prior to expiration (prepare renewal exposure requests, draft proposals, renewal documents, marketing as appropriate, premium financing etc.) and all steps documented, according to agency guidelines,

  • Prepare certificates, evidences, and proofs of coverage and forward to appropriate parties, or send requests to CSR

  • Transact agency bill items. Ensure proper coding of agency commission, producer commission, service structure and agency structure (the “service and billing tab”), review and take action on all account receivable items according to agency guidelines. Solve transaction issues with carriers and accounting department.

  • Provide back-up coverage for department team members.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. In addition, focus may be broad in scope and include involvement in many of the items above or focus may be more concentrated to fewer tasks.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience – High school diploma or equivalent. Possess and maintain active New York Brokers License. Individual should have a working knowledge of commercial insurance with 3-5 years of experience.

Computer Skills – Demonstrated strong PC skills including Word, Excel, and Outlook. Knowledge of Agency Management Systems.

Other Qualifications – Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills. Must also have the ability to effectively work with others. Must have a high level of problem-solving skills. A positive, team-oriented attitude is necessary to effectively work with a large variety of personalities.

Physical Demands – The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate stress due to regular deadlines and daily challenges. High finger dexterity while performing data entry 75% of the time. Occasionally lift up to 20 lbs.

Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is done in an air-conditioned, non-smoking office. Work stations are cubicles with moderately high sides. Travel is not common however there may be some limited travel required, typically less than 25%.

Pay Details:

Annual Salary: $75,000 - $100,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.