Job description

Position Overview 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. Essential Functions 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. Competencies 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. Job Requirements 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 Resident producer license, required. Ability to be licensed in all 50 states. Ability to travel across the U.S. (approx.30%) Experience and familiarity with the claims process. AIC designation 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 Work Environment and Physical Demands Inside climate-controlled office building Prolonged sitting and using a PC Travel required 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 . Department Overview 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 focused on the customer relationship and meeting the need for insurance products outside of those provided by HAI Group. Company Overview HAI Group® [1] is the nation’s leading property-casualty insurance company founded by and dedicated to affordable housing organizations. While we are recognized as a pioneer of affordable housing insurance programs, insurance is not our only strength. We protect, preserve, and promote the sustainability of affordable housing with an array of products and services that support the challenges housing organizations face. HAI Group offers risk control and consulting services, professional development through the Housing Training Institute, and industry research and data through the Public and Affordable Housing Research Corporation. Headquartered in Cheshire, Connecticut, HAI Group has earned national and regional recognition for its workplace culture and employee experience. Visit our Careers page for a full list of HAI Group workplace awards and recognition. Cultural Objective HAI Group contributes to a culture that creates a safe and healthy working environment and a space of inclusiveness and belonging for all by: exceeding our customers’ expectations, working collaboratively across the organization, embracing diversity, and demonstrating mutual respect and empathy. HAI Group Benefits and Perks Bonus program eligibility Annual merit increase program Outstanding 401(k) plan with match and additional non-elective company contributions Flexible work schedules Generous paid time off including paid volunteer days and holidays Medical, vision and dental Insurance Company paid life, AD&D, short-term disability, and long-term disability coverage HSA, and Health and Dependent Care FSA options On-Site wellness: Full gym and locker rooms, private wellness room (featuring a massage chair, lounge area, vibration plate, and a refrigerator, with accommodations for use as a private lactation space), wellness initiatives, outdoor basketball and tennis/pickleball courts, walking trail, picnic pavilion area Tuition reimbursement and student loan repayment program Professional development HAI Group is an Equal Opportunity Employer. HARRG Inc., reserves the right to fill this position at a level above or below the level included in this posting. No agency submissions please. Resumes submitted to any HAI Group employee without a current, signed, and valid contract in place with the HAI Group Recruiting team for this position will become the property of HAI Group and no agency fees will be paid. HAI Group's Notice of Collection of Personal Information: resources.haigroup.com [1] HAI Group® is a marketing name used to refer to insurers, a producer, and related service providers affiliated through a common mission, management, and governance. Property-casualty insurance and related services are written or provided by Housing Authority Risk Retention Group, Inc.; Housing Authority Property Insurance, A Mutual Company; Housing Enterprise Insurance Company, Inc.; Housing Specialty Insurance Company, Inc.; Innovative Housing Insurance Company Inc.; Housing Investment Group, Inc.; and Housing Insurance Services, Inc. (DBA Housing Insurance Agency Services, Inc. in NY and MI). Greater Hartford, CT - Targeted Pay Range $50,000 — $70,000 USD

Requirements

Must-haves

Position Overview
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.
Competencies
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.
Job Requirements
High School Diploma, required
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
Resident producer license, required.
Ability to be licensed in all 50 states.
Ability to travel across the U.S. (approx.30%)

Nice-to-haves

Associate’s or Bachelor’s degree, preferred
Bonus program eligibility

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Wellness

Professional Development