Remote AFTER training
Job Description :
Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
Essential Functions :
- Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered placed or renewed in a timely manner in accordance with PIA renewal practices.
- Direct proactive communication with clients
- Direct interaction with Sales Executives on any and all assigned accounts for renewal rounding or crossselling
- Direct interaction with Sales Agents Marketing Managers and Technical Assistants on the renewal rounding and crossselling of accounts
- Provide direction and oversight to Technical Assistants working on behalf of assigned clients
- Crosssell and / or refer to the appropriate departments prospects and clients for the sale of additional lines of insurance and rounding of accounts
- Coordinate change requests and modify policies as appropriate or as requested
- Manage the underwriting process to include the marketing rating preparation of proposals and applications forms and required documents to ensure the successful sale and / or renewal of accounts or additional lines of coverage
- Record report and service assigned clients claims and losses or refer clients to Claims department
- Request and research reports and information relevant to the placing of new and / or renewal business. Regularly review exception and aged receivable reports check for accuracy and correct if needed.
- Follow company procedures regarding the documentation and maintenance of account information in EPIC system
- Be familiar with and follow Agency E&O guidelines
- Report any omissions regarding coverage on policies to the Branch Manager
- Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
- Any other duties as assigned
Education / Experience :
- High School diploma or General Education Diploma (G.E.D.)
- 3 to 5 years of commercial lines insurance experience
- Active 220 Property & Casualty Insurance License
- EPIC experience a plus
- LARGE account experience a must.
- Condo a plus
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