- Services designated book of business as relating to marketing, claims, and administration
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
- Gathers and compiles exposure information from the Client
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
- Binds coverage under direction of the Unit Manager / Account Executive
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities
- Inputs Client information into data management system, ensuring accuracy and completeness
- Generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Issues and processes Client invoicing
- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
- Bachelor’s Degree in Business Administration or related field and / or years of experience equivalent
- Typically, three to seven years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
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