SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.
This position includes independent responsibility for servicing and retention of assigned customers / policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Creates marketing submissions and works with various carriers to obtain quotes;
- May negotiate prices, commissions, and / or coverages with carriers;
- Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s) / limit(s);
- Manages renewal process for expiring policies;
- Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
- May participate in client meetings to review coverage;
- Researches requests for information from Underwriters;
- Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients;
- Composes correspondence to insureds and / or Underwriters;
- Discusses and assists in setting renewal and / or new business marketing strategy with Producer or Supervisor;
- Binds insurance coverage and prepares binders;
- Prepares certificate templates;
- Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
- Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;
- Participates in the claims process as necessary;
- Notifies Brokers and Producers of pertinent information related to client retention;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
Two (2) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by Supervisor
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organization and effective time management skills
Strong attention to detail
Good planning and prioritization skills
Good problem solving skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Proficient in Microsoft Office Suite
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