Account Executive

Account Executive – Insurance Brokerage

Location: Hartford County, CT
Schedule: Monday–Friday, 8:00 AM–5:00 PM | Hybrid
Compensation: $70,000

About the Company

Our client is a leading wholesale insurance brokerage specializing in the placement of management and professional liability insurance. The organization works closely with retail insurance brokers, agents, carriers, and clients to place and manage complex insurance risks.

The team operates in a collaborative, fast-paced environment and offers strong opportunities for individuals who want to build a long-term career in insurance brokerage.

About the Opportunity

We are seeking a highly motivated Account Executive to join a growing brokerage team and work closely with experienced brokers.

This is an excellent opportunity for someone looking to build a long-term career in the insurance industry and develop into an inside broker and, ultimately, a client-facing broker.

The Account Executive will function as a “broker-in-training,” supporting the team across a variety of client, account, administrative, and brokerage responsibilities. This unique role combines relationship management, sales support, account management, and analytical/administrative responsibilities.

This is not a traditional producer role and does not currently carry sales quotas or commissions. Instead, the focus is on learning the business, developing strong client and carrier relationships, and building the technical knowledge necessary to advance within the brokerage.

Key Responsibilities

• Support brokers throughout the full account lifecycle, including new business, renewals, and day-to-day client service.
• Prepare and organize new business and renewal submissions.
• Assist with market submissions, quote cover letters, proposals, presentations, and other client materials.
• Review policies, endorsements, invoices, and carrier documentation for accuracy and completeness.
• Assist with renewal strategy and account preparation to support client retention.
• Maintain accurate account information and documentation within internal systems.
• Assist with reports, account analysis, and portfolio-related information.
• Work closely with internal teams to resolve billing and invoicing issues.
• Assist with notices of cancellation and other account-related matters.
• Participate in client meetings and develop the skills necessary to become client-facing.
• Build professional relationships with retail agents, underwriters, carriers, clients, and internal partners.
• Stay informed on market conditions, coverage trends, and developments within the insurance industry.
• Take on a variety of projects and responsibilities as needed while learning the brokerage business.

What We’re Looking For

We are looking for someone who is driven, sharp, professional, curious, and eager to build a career in insurance brokerage.

The ideal candidate:

• Has a genuine interest in pursuing a long-term insurance broker career.
• Demonstrates a history of high achievement, performance, or personal accomplishment.
• Is confident stepping into new situations and working with different types of people.
• Possesses excellent written and verbal communication skills.
• Presents themselves as polished, professional, and confident when interacting with clients, retailers, underwriters, and colleagues.
• Is highly organized with strong attention to detail and follow-through.
• Can manage multiple accounts, projects, and deadlines simultaneously.
• Enjoys a combination of administrative, analytical, relationship-building, and sales-related responsibilities.
• Is comfortable learning a complex industry and willing to put in the time required to become proficient.
• Is interested in growing beyond an administrative role and taking on increasing responsibility.

Backgrounds We Consider

We are open to candidates from a variety of backgrounds.

Early-Career / Recent Graduates

• Strong academic performance
• Competitive collegiate athletes
• Meaningful internships
• Demonstrated leadership or other significant achievements

Experienced Professionals

• Executive Assistants
• Paralegals
• Office Managers
• Account Managers
• Sales professionals
• Professional-services backgrounds
• Other high-performing administrative or client-facing professionals looking to take their career to the next level

Insurance Professionals

• Candidates with existing insurance experience who are interested in developing their career toward brokerage and sales.

Insurance experience is helpful, but demonstrated drive, achievement, professionalism, communication skills, and a genuine interest in becoming a broker are equally important.

Qualifications

Required:

• Strong communication and interpersonal skills
• Excellent organization and attention to detail
• Ability to manage multiple priorities and deadlines
• Strong follow-through and accountability
• Collaborative, team-oriented mindset
• Willingness to learn and take on new responsibilities
• Ability to work in the office at least 3 days per week

Preferred:

• Bachelor’s degree
• 1+ year of insurance industry experience
• Existing Property & Casualty license
• Experience in brokerage, professional services, sales, account management, or executive-level administrative support
• Proficiency with Microsoft Office, Outlook, and Teams

Licensing & Career Growth

The selected candidate will be expected to obtain a Property & Casualty (P&C) license as soon as possible, with the cost of licensing covered by the company.

This position offers a strong career path for someone who wants to build a long-term career in insurance, with the potential to progress from:

Account Executive ? Inside Broker ? Client-Facing Broker ? Further Career Advancement

Schedule & Travel

• Monday–Friday, 8:00 AM–5:00 PM
• One-hour lunch
• Hybrid schedule
• Candidates should be based in the Hartford area
• No regular travel requirement
• Once established in the role, occasional travel may be required, potentially up to approximately 25%

The Ideal Candidate

This is an opportunity for someone who wants more than a traditional administrative or sales position.

We are looking for a high-performing individual who is eager to learn, comfortable being challenged, and motivated to develop into a successful insurance broker.

If you are sharp, professional, highly motivated, and looking for a career path with significant growth potential, this could be an excellent opportunity to join a respected wholesale insurance brokerage and build a long-term career in the industry.

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