Account Executive / Broker Assistant Connecticut

Old Lyme , CT $80,000.00 - $100,000.00 /

Annual Posted:

6/5/26, 4:43 PM -

Contact:

David James Description 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 Criterion Executive Search, Inc. For 45 years Criterion Executive Search has been recognized as one of the nation's leading executive staffing and recruiting firms. As one of Tampa, FL first recruiting & staffing agencies we have been privileged to work with leading companies throughout the state of Florida. Those same strategic partnerships have allowed us to perfect our personalized, life-cycle approach to placing the ideal candidates with their ideal companies. Our innovative individualized placement strategies allow us to match Insurance professionals with companies throughout the country, and beyond. Each of our job placement specialists has a minimum of two years in the recruiting industry and an average of nearly 15 years of experience. Each recruiter has their own, personal, and direct experiences within their specialization. You may expect complete confidentiality at all times during the hiring process; a key element to the success of our business. In today's age we understand that our client's privacy is of the utmost importance. Contact the Criterion Executive Search office to speak with a recruiter about this job now or find out more about other job placement opportunities. All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. ©2026 Criterion Executive Search. An Equal Opportunity Employer. Veteran Owned.

Job Id Number :

11470

Staffing Industry :

Insurance Contact David James in our Tampa, FL office for questions or to apply for the Account Executive / Broker Assistant Connecticut job today;