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Prevail Recruiting

Commercial Lines Account Executive | Remote - Select States

Finance
1 month ago

Job Description Commercial Lines Account Executive | Remote – Select States \n \n We’re partnering with a well-established, highly respected independent insurance brokerage to add an experienced Commercial Lines Account Executive to its team. \n \n Our client is a well-established independent insurance brokerage with decades of experience helping businesses navigate complex insurance and risk management needs. They’ve built their reputation around technical expertise, long-term client relations…

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.

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