Responsibilities
- Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and / or contractual requirements, informs / educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
- Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurancepanies) parties
- Plan, prioritize andplete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal / external deadlines are met
- Determine and coordinate the new / renewal marketing strategy for assigned clients, where applicable
- Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
- Process, delegate and / or oversee audits, cancellation notices, endorsements, certificates and policy checking
- Conduct all business in accordance with established policies and procedures
- May attend client meetings on or off site on occasion
- Other duties as assigned
Knowledge, Skills and Abilities
Required :
- 3+ years inmercial lines insurance
- Licensed in Arizona Property / Casualty (or ability to transfer existing license)
- Ability to effectivelymunicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, carriers and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred :
- Some college or technical training in related discipline
- CIC, CPCU, CRM, CISR designations
- Previous Sagitta and ImageRight experience
Job ID R 274242
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