Account Executive

CRC Group•Fresno, CA

24d•Onsite

About The Position

The Underwriting Account Executive leads the execution and servicing of assigned accounts, coordinating internal and external stakeholders to support successful placement, retention, and growth. This role manages the full account lifecycle—from submission through binding and renewal—while ensuring accuracy, timeliness, and alignment with client and carrier requirements.

Requirements

Bachelor’s degree or equivalent combination of education and experience
Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years)
Demonstrated experience managing accounts, marketing business, and supporting placement activities
Strong understanding of insurance products, coverage structures, and market dynamics
Ability to independently manage multiple priorities and make informed decisions with limited supervision
Active state insurance license in applicable lines of business
Strong knowledge of insurance products, underwriting processes, and carrier guidelines
Ability to negotiate terms and evaluate coverage options to support optimal placement outcomes
Effective account management skills across the full lifecycle (submission, quoting, binding, renewal)
Excellent written and verbal communication skills with the ability to interface across internal and external stakeholders
Strong analytical and problem-solving skills with attention to detail and accuracy
Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
Proficiency in Microsoft Office and systems used for policy and account management
Strong interpersonal skills with the ability to build and maintain relationships with agents, carriers, and internal teams
Ability to work independently and exercise sound judgment in decision-making
Commitment to continuous learning and staying current on industry trends and market developments

Responsibilities

Manage accounts from submission through binding, including coordinating all required documentation and communications
Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business
Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions
Select appropriate carriers and manage the marketing process for assigned accounts
Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines
Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate
Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities
Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships
Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery
Conduct research and prepare account or market analysis to support client and business development efforts
Maintain accurate records and manage all correspondence in accordance with company standards
Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training