Account Executive / Broker Assistant Old Lyme CT

Criterion Executive Search

Old Lyme, CT

JOB DETAILS
SALARY
$80,000–$100,000 Per Year
SKILLS
Administrative Skills, Brokerage, Communication Skills, Detail Oriented, Documentation, File Maintenance, Insurance, Maintain Compliance, Marketing, Microsoft Office, Multitasking, Organizational Skills, Retail, Sales Management, Underwriting, Wholesale Industry
LOCATION
Old Lyme, CT
POSTED
2 days ago
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

About the Company

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Criterion Executive Search

Since 1981, our mission at , 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.
COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1981
WEBSITE
http://cesfl.com/