Associate Account Executive

HAI Group•Cheshire, CT

4h•$50,000 - $70,000

About The Position

The Associate Account Executive is an entry-level professional who services and manages a portfolio of smaller or less complex customer accounts. The role provides direct support to members by handling routine day-to-day service needs, performing policy reviews, and assisting with renewals and coverage placement under supervision. The employee also develops skills in alternative-market coverage by working with outside carriers to secure coverage unavailable through HAI Group products. The position builds foundational skills in account management, customer service, and insurance program analysis. It is part of the Account Services Department, which develops customer relationships and supports HAI Group members and prospects through insurance products and services, including coverage outside those offered by HAI Group. The role requires approximately 30% travel across the United States and two weeks of onsite training in the Cheshire, Connecticut office upon hire.

Requirements

High school diploma.
Three to five years in an insurance support role working on property and casualty insurance coverages or agency operations.
Basic knowledge of property and casualty insurance coverages.
Basic knowledge of agency operations.
Resident producer license, or ability to obtain one within six months of hire.
Ability to be licensed in all 50 states.
Ability to travel across the United States, approximately 30%.
Experience and familiarity with the claims process.
Must be legally authorized to work in the United States without requiring employer sponsorship now or in the future.
Must be able to attend two weeks of onsite training upon hire at the Cheshire, Connecticut office.
Strong organizational and prioritization skills, including ability to manage multiple small accounts.
Attention to detail and commitment to accuracy.
Effective written and verbal communication skills, including ability to explain insurance concepts to customers.
Customer-focused, service-oriented approach.
Willingness to learn and build technical knowledge of insurance products and processes.

Nice To Haves

Associate’s or bachelor’s degree.
AIC designation.
Awareness of the Public and Affordable Housing business.

Responsibilities

Manage a portfolio of smaller accounts and serve as the primary contact for routine inquiries about billing, claims, renewals, and coverage.
Review accounts to verify policy document accuracy and alignment with customer needs.
Conduct renewal processes for less complex accounts, including gathering underwriting information and coordinating with carriers.
Identify opportunities to cross-sell and upsell products or services that meet client needs.
Respond to customer inquiries promptly and professionally, escalating complex issues to senior team members as needed.
Learn and apply underwriting guidelines, eligibility requirements, and agency agreements for HAI Group and partner carriers.
Participate in customer outreach through calls, virtual meetings, and occasional client visits.

Benefits

Bonus program eligibility
Annual merit increase program
401(k) plan with company match and additional non-elective company contributions
Flexible work schedules
Generous paid time off, including paid volunteer days and holidays
Medical, vision, and dental insurance
Company-paid life, AD&D, short-term disability, and long-term disability coverage
HSA and Health and Dependent Care FSA options
On-site wellness amenities, including a full gym, locker rooms, private wellness room, outdoor basketball and tennis/pickleball courts, walking trail, and picnic pavilion area
Tuition reimbursement and student loan repayment program
Professional development