Brokerage Account Executive

RH Wine & Co LLC • St. Charles, IL

6h • Hybrid

About The Position

The Account Executive is an insurance professional responsible for managing and retaining a book of renewals. This entails reviewing and retaining current business, evaluating quality and profitability, pricing and risk selection to achieve company goals, and working closely with brokers and carriers on existing accounts. Responsibilities include development of relationships with independent agent customers, marketing, visiting agency force, and handling daily work and correspondence. This role operates in a self-directed workflow as well as under direct administration from the Renewal Team Supervisor. We are looking for someone to come to the office 3 days a week and work from home 2 days if located in Northern IL. We are open to remote employees working in the following states: FL, GA, IN, MO, NC, and TN.

Requirements

• 2 years of property & casualty insurance account management experience or similar
• Extensive knowledge of all Microsoft Office Programs
• Comfortable working on a high-volume, fast-paced production team
• Strong data entry experience
• Strong written and oral communication skills
• Ability to work independently, prioritize, and multi-task
• Resourceful, organized, self-directed approach
• Desire to learn and grow within the insurance industry
• Insurance Producer’s License for Casualty and Fire, or the ability to obtain licensure within a set time period

Nice To Haves

• 3 years of experience in the commercial insurance industry
• 1 year of experience handling a WC book of business independently
• Proficiency with an insurance policy management system (i.e. AIM)
• College degree

Responsibilities

• Review and analyze all types of Works Compensation (WC) & Admitted Package Business (APB) renewal accounts
• Determine pricing for renewals, new business, and commissions in alignment with carrier guidelines
• Use carrier platforms and underwriting resources (including NCCI, WCIRB, state websites, and carrier systems) to compare rates and evaluate pricing options
• Manage an assigned book of business to achieve revenue targets, renewal retention goals, and loss ratio expectations
• Drive revenue growth by making strategic pricing and commission decisions within the assigned territory, while supporting additional territories as needed
• Work independently to create new revenue for the Brokerage Unit
• Achieve individual and team production goals, carrier volume targets, and loss ratio requirements, including contingency/profit‑sharing objectives
• Follow established workflows for policies, endorsements, audits, cancellations, reinstatements, binding, invoicing, and related servicing tasks
• Enter and maintain accurate documentation—including emails, quotes, and supplemental applications—within policy management systems and carrier portals
• Meet company standards for quality, accuracy, and turnaround time
• Develop and recommend process improvements to enhance efficiency and streamline workflows
• Communicate effectively and timely with agents and carriers via phone and email
• Support team members with renewal marketing and servicing activities as needed
• Communicate effectively and timely with agents and carriers via phone and email
• Assist in training new hires on renewal procedures, timelines, and departmental standards
• Travel to agents and carriers for meetings, events, and tradeshows

Benefits

• Short Fridays! Our hours are 8-5 Monday through Thursday, and 8:30-3 on Friday
• Generous Time off. You'll start with 20 days of PTO, paid holidays, paid Birthday off
• Medical, dental, and vision coverage on day one of full-time employment, including telemedicine if you are on our medical plan
• 401k match
• Professional development support and a LinkedIn Learning subscription
• Flexible time off with an encouraged time away to support a healthy work-life balance
• Life Insurance, Short term, and long-term disability on day one of full-time employment and paid for by IPMG
• Onsite fitness center and showers, in our St. Charles, IL HQ office

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 1-10 employees