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Commercial Insurance Broker

Commercial Insurance Broker

The Demarco GroupOrlando, FL, US
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Job Description

Seeking a licensed P&C AE for a private national retail broker out of Florida working in mid market and larger construction and real estate accounts.

General Description : Seeking a lead AE on roughly a $1 Million dollar revenue P&C book mid market real estate and construction focused book of business.

Responsibilities :

  • Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
  • Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
  • Responsible for marketing and placement of client Commercial Lines insurance renewals.
  • With assistance from Account Representatives, prepare client applications for review.
  • Determine most-appropriate carriers for market pricing.
  • Analyze and compare carrier quotes and coverage offerings.
  • Make insurance program recommendations to clients.
  • Manage client renewal expirations and avoid any lapse in coverage.
  • Complex negotiation with carriers on behalf of clients.
  • Process policies, endorsements and audits as needed.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Delegate administrative client tasks to assigned Account Representatives.
  • Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
  • Respond to underwriters’ questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management systems.
  • Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
  • Regular carrier interaction and frequent face-to-face meetings with underwriters
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Insurance Broker • Orlando, FL, US

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