Associate Account Executive - Commercial Lines, Insurance
The Associate Account Executive supports the Commercial Lines team at Confidential Client by managing client accounts and providing administrative assistance. This entry-level role focuses on developing insurance knowledge and client service skills while assisting with policy documentation, audits, billing, and client communications. The position requires collaboration with internal teams and progression toward obtaining a Property & Casualty license.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Key Responsibilities
- Provide administrative and operational support to the Commercial Lines team across multiple offices, including maintaining client files and responding to client correspondence
- Assist with processing and calculating audits, cancellations, billing inquiries, renewal submissions, and distribution of client portal invitations
- Retrieve, manage, and organize policy documentation from carrier portals for Account Managers
- Prepare internal and client presentation materials as requested
- Support Account Managers with client communications and underwriting follow-up
- Perform other related duties as assigned to support account workflows and client service
Skills & Qualifications
- Minimum of 2 years of insurance industry experience
- Customer service experience; Commercial Lines insurance experience preferred
- Strong attention to detail and the ability to meet deadlines
- Organized, collaborative, and team-oriented
- Familiarity with Windows-based software and common office tools
- Strong interpersonal skills with the ability to build rapport with clients and insurance underwriters
- High School diploma or GED required; Bachelor’s degree preferred (Risk Management degree a plus)
- If not already licensed in Property & Casualty, candidate must obtain a Property & Casualty license within six (6) months of hire
Compensation & Benefits
- Pay range: $25.00 - $30.77 per hour (base pay may vary based on experience and location)
- Incentive eligible (company, business, and/or individual performance goals)
- Benefits include medical, dental, vision, flexible/HSA options, 401(k), disability insurance, basic life insurance, and Employee Assistance Program
- Tuition assistance, loan repayment programs, and voluntary supplemental benefits available
- Paid time off (PTO) and paid holidays
Work Environment & Travel
- Primarily office-based (this position may be based in Waldwick, NJ or Augusta, NJ)
- Typical office environment with moderate noise levels
- May include travel to customers or property locations
- Physical requirements: prolonged sitting, occasional lifting of 5–10 lbs., occasional bending or overhead lifting
Training & Career Path
- Entry-level service role designed to build foundational insurance knowledge and client service skills
- Hands-on exposure to commercial account management, carrier portals, audits, renewals, and underwriting interactions
- Support toward becoming a licensed insurance professional and advancement within Commercial Lines
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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