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, issues insurance cards prior to expiration date, and resolves accounting discrepancies
- Maintain and update coverage summaries of each assigned client as well as new business accounts
- Investigate and evaluate coverages, rates and general trends within the industry
- Prepare and ensure the accuracy and timeliness of insurance specifications and coverage binders
- Monitor the accuracy of insurance policies received from carriers prior to their delivery to clients
- 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 :
- High School Diploma or GED
- 3+ years in Private Client or Personal 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
- Previous Sagitta or Applied EPIC experience
- Previous ImageRight experience
Job ID R 274554
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