Top E&S wholesale brokerage is seeking an Account Executive / Broker Assistant to support our brokers across the full insurance lifecycle, from submissions and marketing through binding, policy issuance, and ongoing servicing. This is a hands-on, process-driven role for someone who thrives in a fast-paced wholesale environment and takes ownership of their workflows with precision and professionalism. Key Responsibilities:
Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency.
Assist brokers with quote preparation, submission follow-up, and carrier communications.
Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations.
Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service.
Maintain organized files and ensure compliance with underwriting and documentation requirements.
Support brokers with administrative tasks and special projects as needed.
Qualifications & Skills:
3-5 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered).
Strong understanding of E&S or commercial lines products and processes.
Excellent organizational skills with keen attention to detail.
Strong communication skills and ability to multitask in a fast-paced environment.
Proficiency in Microsoft Office and insurance management systems.
What We Offer:
Competitive salary: $80,000 - $100,000 (based on experience)
Hybrid work schedule (3-4 days in office)
Excellent benefits package
Opportunity to grow with a leading E&S wholesaler
Numbers & Facts
Location
Alpharetta, GA
Industry
Staffing/Employment Agencies
Salary
$80,000–$100,000 Per Year
Company Size
20 to 49 employees
Year Founded
1981
Website
http://cesfl.com/
About Company
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
Skills
Administrative Skillsunmatched
Brokerageunmatched
Communication Skillsunmatched
Detail Orientedunmatched
Documentationunmatched
File Maintenanceunmatched
Insuranceunmatched
Maintain Complianceunmatched
Marketingunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Retailunmatched
Sales Managementunmatched
Underwritingunmatched
Wholesale Industryunmatched
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