Job Summary : Supports
Supports
the Commercial Lines Production team in the production of new accounts in a
fast-paced environment. Manages the retention of existing accounts with
prompt, efficient, and high-quality service. Works closely with Account
Executive Assistants and Insurance Processors to service accounts in a team
environment.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Paid Time Off (PTO)
Life Insurance
Disability Insurance
Career Growth Opportunities
Tuition Reimbursement
Responsibilities
Primary Responsibilities :
Coordinate
day to day service needs for clients
Coordinate
strategy and marketing for new and renewal coverages
Detailed
duties : Maintain
Maintain
client files and ensure accurate account information
Coordinate
coverage reviews and completion of policy checklists
Coordinate
creation of Loss Summaries
Coordinate
binding of coverage
Complete
final review of policy documents and coordinate delivery to client
Validate
audits and prepare for delivery
Manage
clients accounts receivable
Identify
and request renewal exposures from client
Prepare
final submission for new and renewal marketing
Review
and finalize new and renewal quotations and proposals
Coordinate
Issuance and quoting of premium finance agreements
Identify
opportunities for expanded business through gaps in coverage and program
improvements
Confer
with client and agency personnel to resolve client issues or complaints
Follow
up on outstanding claims
Coordinate
marketing process including underwriting questions while keeping client and
producer updated during marketing process
Correspond
with and develop strong carrier relationships
Keep
informed on industry information, new product information, legislation,
coverages and technology to continuously improve knowledge and performance
Performs
other functions as assigned by management
SKILLS
Excellent
written and oral communication
Excellent
time management
Active
Listening
Service
Orientation
Persuasion
Reading
Comprehension
Complex
Problem Solving
Critical
Thinking
Judgment
and Decision Making
Requirement
- Three years of Commercial Lines Service in an independent agency experience
- Bachelors degree in Business, Insurance, Finance -or- CIC certification in lieu of three years experience
- Must have all licenses as required by the State Department of Insurance to discuss and / or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.