Commercial Insurance Account Executive/Placement Specialist

Job Description Commercial Lines Account Executive/Placement Specialist (Remote) Job Summary Seeking a highly skilled and detail-oriented Commercial Lines Account Executive/Placement Specialist to join a dynamic team. The ideal candidate will have extensive experience in commercial lines, a strong understanding of insurance applications for both large and small businesses, and a proven ability to ensure accuracy and efficiency in the preparation and review of insurance documents. Compensation P…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.