Account Associate (Wholesale P&C)
About The Position
Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. The P&C Wholesale Account Associate will provide administrative and operational support to senior underwriting and broker staff, ensuring accurate and timely completion of all marketing, service, data entry, and bind/post-bind tasks. This is a developing level position.
Requirements
- Bachelor’s degree preferred
- Minimum of 1 year of underwriting or related insurance experience required
- Must have Property & Casualty Brokers License
- Strong customer service experience
- Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
- Ability to work collaboratively with team members and other departments
- Strong desire to learn, explore new ideas, and seek out new knowledge
- Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities
Nice To Haves
- CPCU, CIC, CRIS, etc. a plus
Responsibilities
- Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
- Accurately enter data received on applications into carrier online rating portals
- Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
- Prepare, review, and process bind orders in coordination with the brokers and underwriters
- Complete post-bind tasks, Including policy issuance, endorsements and cancellations
- Confirm all required forms, signatures and documentation are complete
- Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
- Process mid-term changes, cancellations, reinstatements, and renewal documentation
- Track and follow up on outstanding carrier requests to ensure timely resolution
- Manage assigned task queues to ensure brokers/underwriters receive timely support
- Assist in preparing quote proposals, summaries, and market comparison documents when needed.
- Ensure compliance with carrier and regulatory documentation requirements
- Communicate with carrier and retail agent partners
- Respond to requests for missing or corrected information promptly
- Provide administrative support to the business unit as needed
Benefits
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, vision
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
