Associate Account Executive

The associate account executive is an entry‑level professional responsible for servicing and managing a portfolio of smaller and/or less complex customer accounts. This role provides direct support to our members by handling day‑to‑day service needs, performing policy reviews, and assisting with renewals and coverage placement under supervision. They will develop in areas of alt‑market coverage, working with outside carriers to secure coverage not available through HAI Group products.

The associate account executive develops foundational skills in account management, customer service, and insurance program analysis to support our members.

• Manage a portfolio of smaller accounts, serving as the primary point of contact for routine inquiries related to billing, claims, renewals, and coverage.
• Perform account reviews to ensure accuracy of policy documents and alignment with customer needs.
• Conduct renewal processes for less complex accounts, including gathering underwriting information and coordinating with carriers.
• Support cross‑selling and upselling opportunities by identifying additional products or services to meet client needs.
• Provide timely and professional responses to customer inquiries, escalating more complex issues to senior team members when necessary.
• Learn and apply underwriting guidelines, eligibility requirements, and agency agreements for HAI Group and partner carriers.
• Participate in customer outreach activities, including calls, virtual meetings, and occasional client visits.
• Strong organizational and prioritization skills with the ability to manage multiple small accounts effectively.
• Excellent attention to detail with commitment to accuracy.
• Effective written and verbal communication skills; ability to explain insurance concepts to customers.
• Customer‑focused with a service‑oriented mindset.
• Eagerness to learn and build technical knowledge of insurance products and processes.

• High School Diploma, required
• Associate’s or Bachelor’s degree, preferred
• 3 to 5 years in an insurance support role working on P&C insurance coverages or agency operations.
• Basic knowledge of property and casualty insurance coverages
• Basic knowledge of agency operations
• Ability to be licensed in all 50 states.
• Ability to travel across the U.S. (approx.
  30%)
• Experience and familiarity with the claims process.
• Awareness of the Public and Affordable Housing business
• Must be legally authorized to work in the United States without the need for employer sponsorship now or at any time in the future
• Must be able to be on‑site for two weeks for training upon hire in our Cheshire, CT office

• Inside climate‑controlled office building
• Prolonged sitting and using a PC
• Ability to lift 25lbs

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The Account Services Department creates an exceptional customer experience for both the HAI Group current members and prospects. This team knows the customer’s characteristics including their challenges in the Public and Affordable housing space and builds relationships to solve those problems through HAI Group products and services. The Account Services Team represents HAI Group externally at conferences, trade shows, industry events and member/prospect visits translating the HAI Group mission and vision into every interaction.

The Account Services Team develops positive customer relationships to bring new business into the enterprise, within an assigned territory. The Department is also…