Workers Compensation Account Executive

M-F 8 am - 5 pm

During the summer, team leaves at 1 pm on Friday's.

Once trained, 4-office days, 1-remote day (Tuesday through Thursday)

Workers Compensation Account Executive - Cross Border

Job Summary:

Manages other states and other lines submissions and servicing those accounts, to include processing new business, endorsements, audits, billing and renewals.

Responsibilities:

• Correspond with agents and carriers; you’re the middle-man making sure the agents’ requests are processed by the carriers.
• Review submissions and send to other carriers.
• Process bind requests. Process policy received from carrier. Provide agents policy numbers.
• Review endorsement requests and submit to carrier. Process completed endorsements.
• Review and approve cancellation requests and submit to carrier. Process completed cancellations.
• Handle Agent of Record requests.
• Maintain tasks for signed forms, endorsements and other requested information from both the agent and the carriers.
• Maintain up-to-date policy information in both Insurity and Epic. Upload documents and correspondence to Insurity and Epic.
• Use multiple carrier portals for submissions, endorsements, loss runs, document retrieval and other policy maintenance.
• Manage renewals with other carriers. Maintain tasks to monitor midyear renewal dates and coordinate with agents and carriers.
• Respond to agent inquiries via phone, fax, or email.
• Process audits received from auditing firm.
• Create invoices in Insurity and maintain billing spreadsheet for premium, endorsements and audits. Follow up with agents on past due invoices. Request cancellations from carrier if premium remains unpaid. Correspond with Midwest regarding past due billings or refunds due.
• Maintain Book of Business spreadsheet.
• Maintain shared billing spreadsheet with Accounting Department.
• Issue certificates for Deep Water Group insureds and submit any requested policy changes.

Requirements:

• Bachelors degree in Business, Finance, Risk Management, Insurance, Marketing, or related field
• Strong understanding of Workers’ compensation policy structure
• State-specific WC regulations and rating bureaus (e.g., NCCI or state-specific)
• Loss runs and claims analysis
• Payroll classifications and audits
• Alternative risk programs (large deductible, self-insured, captives)
• Bachelor’s degree (preferred, not always required)
• 3–7+ years of insurance experience in Workers’ compensation preferred
• Commercial lines account management or sales