Account Executive, Brokerage Operations

The Account Executive provides account management and operational support to a growing wholesale brokerage team. This role works closely with the Broker to manage new business and renewal activity, prepare accurate market submissions, maintain account documentation, analyze portfolio information, and help ensure the team delivers consistent, responsive service.

What You Will Do

Support the Broker throughout the new business and renewal lifecycle, including gathering account information, preparing submissions, reviewing quotes, and coordinating next steps. Proactively manage renewal timelines and help ensure accounts progress accurately and efficiently through each stage of the process.

Why It Might Be a Fit

The ideal candidate is analytical, highly detail-oriented, comfortable working with numbers, and confident using Excel to organize information and identify insights. The Account Executive will also have opportunities to evaluate how technology and AI-enabled tools can improve workflows, reporting, and overall team efficiency.

Requirements

• Strong attention to detail and a consistent commitment to accuracy.
• Analytical mindset with the ability to organize information, work comfortably with numbers, and recognize patterns or discrepancies.
• Proficiency in Microsoft Excel, including the ability to organize, review, and analyze account data.
• Interest in using technology and AI-enabled tools to improve processes and solve practical business problems.
• Ability to manage multiple priorities, deadlines, and account activities in a fast-paced environment.
• Dependable and team-oriented approach, with an interest in becoming a trusted operational partner.
• Clear written and verbal communication skills.
• Interest in developing a long-term career in account management, client service, or brokerage operations.
• Ability and willingness to work from the Chicago office five days per week.

Benefits

• Paid time off for company holidays, vacation, sick and personal days
• Paid parental leave
• Mental health services