Account Associate

The Account Associate provides reliable, day‑to‑day support across servicing, broking, and client communication. This role is ideal for someone who is organized, detail‑oriented, and comfortable managing multiple tasks while maintaining strong relationships with clients, markets, and internal team members.

What You’ll Do

• Partner closely with Account Executives and Senior Associates to support all aspects of client service, marketing, and renewals while following Wylie Crump’s best practices and standard procedures.
• Assist with client communication and timely follow‑ups to ensure questions and requests are resolved promptly.
• Support client meetings and manage all related follow‑up actions and documentation.
• Prepare proposals, policy summaries, and other client‑ready materials.
• Manage account documentation, including routine inquiries, quotes, binders, statements of values, insurance contracts, premium finance document...