Source Job

US

  • Provide administrative and operational support to senior underwriting and broker staff.
  • Enter and update account, quote, and policy information in the agency management system.
  • Manage inbound calls, process bind orders, and ensure compliance with carrier requirements.

Customer Service Microsoft Office Suite Data Entry

20 jobs similar to New Account Associate (Wholesale P&C)

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  • Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
  • Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
  • Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.

$80,000–$85,000/yr
US

  • Support account executives with marketing, servicing, and administration of commercial insurance accounts.
  • Build trusted client relationships, respond to inquiries, and provide guidance on insurance coverage.
  • Prepare insurance binders, certificates, process invoices, manage policy changes, and update agency management systems.

Our partner is a company that delivers commercial insurance services and account management. They provide a collaborative, service-focused environment with remote work flexibility and support for career growth.

US

  • Prepare rating, quotation, and binding documentation for new and renewal submissions.
  • Track pipelines, monitor aggregate exposure, and generate accurate policy documents.
  • Support accounting functions and maintain organized records for reporting and special projects.

Paragon is a managing general agent focused on specialty insurance, founded in 2014 with a commitment to diversity and agility. They are one of the fastest growing MGAs in the country, with a small, expert, and fast-moving team.

US Unlimited PTO

  • Serve as the first point of contact for clients, providing prompt and professional service.
  • Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
  • Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.

Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.

$58,400–$69,350/yr
Canada

  • Underwrite and manage a book of business across diverse commercial segments including contractors, realty, hospitality, and professional risks.
  • Meet SLA, premium, and bind ratio targets while maintaining a disciplined underwriting approach.
  • Collaborate with teams to shape growth and profitability strategies and mentor fellow underwriters.

Zensurance is a leading InsurTech that simplifies commercial insurance for Canadian businesses through a digital-first platform. The company has been recognized for rapid growth and fosters a team-oriented culture with values of ownership, collaboration, and innovation.

US Unlimited PTO

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and prospect presentations.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.

Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.

Global 4w PTO

  • Ensure account service delivery meets customer expectations using customer service skills and software applications.
  • Analyze key information, determine appropriate actions, and handle issues in collaboration with underwriters and global teams.
  • Process underwriting transactions, policy issuance, endorsements, and correspond with brokers as needed.

Arch Capital Group is a Bermuda-based specialty insurer providing insurance, reinsurance and mortgage insurance worldwide. With a 20+-year track record of delivering results and a spot on the S&P 500, the company is committed to helping employees succeed through a collaborative and innovative culture.

$54,000–$103,000/yr
US

  • Underwrite highly complex monoline Equipment Breakdown accounts with a heavy emphasis on new business production.
  • Utilize advanced underwriting expertise to assess risk, determine pricing, and drive results through strong sales and relationship building.
  • Mentor less experienced underwriters and contribute to special projects and presentations.

CNA is a leading insurance provider offering property and casualty coverage. With a large employee base, the company fosters a culture of inclusion, engagement, and continuous learning.

United States

  • Respond to customer inquiries via phone and email, processing insurance transactions and escalations.
  • Build and maintain strong client relationships, support senior specialists, and mentor new team members.
  • Ensure compliance with service level agreements, identify process improvements, and collaborate with colleagues to achieve team goals.

Jobgether uses AI-powered matching to connect candidates with hiring companies. The partner company manages all applications and next steps, offering a collaborative work environment with opportunities for professional growth.

$50,000–$250,000/yr
US Unlimited PTO

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and presentations.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.

We are an insurance brokerage offering an unrivaled combination of people, tools, and solutions to deliver exceptional experiences for clients and stakeholders. With over 5,000 team members across 200 offices, we celebrate individual successes and collective accomplishments.

US Unlimited PTO

  • Manage client service delivery throughout the insurance renewal and policy period for construction commercial lines.
  • Support producers and client executives with presentations, proposals, and client meetings.
  • Ensure timely processing of applications, policies, endorsements, and certificates while maintaining high client trust.

EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in San Francisco, founded in 2007. With over 3,000 employees nationwide, the company values an owner mindset, inspires trust, thinks big, and drives results.

US

  • Serve as a trusted advisor for personal lines insurance products, providing personalized support and expert guidance on coverage decisions.
  • Handle a variety of member needs including policy updates, billing questions, underwriting inquiries, and coverage changes across multiple channels.
  • Maintain required insurance certifications and achieve performance goals related to service quality, response times, and customer satisfaction.

US

  • Manage day-to-day servicing of commercial Property & Casualty insurance accounts, ensuring timely execution of client requests.
  • Support the full policy lifecycle including renewals, endorsements, cancellations, audits, billing, and payment processing.
  • Collaborate with sales and internal teams to ensure seamless onboarding, renewal, and retention processes.

We are a commercial insurance company providing Property & Casualty coverage to businesses. Our team is collaborative, supportive, and focused on service excellence with opportunities for professional growth.

$85,000–$90,000/yr
US Unlimited PTO

  • Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
  • Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
  • Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.

Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.

$60,000–$60,000/yr
US 2w PTO 14w maternity 8w paternity

  • Connect with inbound leads via phone, email, and text to understand needs and recommend tailored insurance solutions.
  • Consistently meet or exceed sales targets by building strong customer relationships and applying consultative sales techniques.
  • Clearly communicate the value of Kin's insurance products and guide customers to coverage that protects their assets.

Kin is a homeowners insurance company that uses data, technology, and human support to make insurance simpler and more affordable for homeowners, especially in areas with climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with Kinfolk across 35+ states, and has been recognized as a Best Place to Work by Built In Chicago and Forbes.

US Unlimited PTO

  • Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
  • Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
  • Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.

$76,829–$142,213/yr
US

  • Manage and develop a designated sales territory of Independent Agencies with complex profiles.
  • Build and nurture strong relationships with agency partners to maximize growth and market share.
  • Execute sales strategies and use data-driven planning to meet and exceed sales objectives.

Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.

US 3w PTO

  • Provide timely, accurate, and responsive information and service to policyholders and agents.
  • Independently solve problems relating to policies within scope and escalate others as appropriate.
  • Identify, analyze, and own customer policy needs to ensure high satisfaction and retention.

Liberty Mutual is a global insurance company providing personal lines products to policyholders and agents. They foster an inclusive culture with comprehensive benefits and professional development opportunities.

$69,500–$129,000/yr
US 4w PTO

  • Analyze, select, and classify life insurance applications of moderate complexity.
  • Evaluate medical and financial information to determine insurability and risk classification.
  • Collaborate with field partners and underwriting teams to deliver exceptional customer experience.

Nationwide is a Fortune 100 insurance and financial services company with nearly $70 billion in annual sales, dedicated to protecting people, businesses, and futures. They have a caring culture and have been named one of the Fortune 100 Best Companies To Work For.

US

  • Evaluate and underwrite stop loss insurance for self-funded employer groups, analyzing claims data and plan designs.
  • Build and maintain relationships with brokers, consultants, TPAs, and clients, participating in presentations and renewals.
  • Monitor portfolio performance and contribute to process improvements and profitable growth initiatives.

Jencap is one of the largest wholesale insurance intermediaries in the United States, specializing in wholesale brokerage, binding authority, and program management. The company fosters a collaborative, driven team culture with a focus on growth and development.