About the role
- Responds to client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Gathers and compiles exposure information from the client for renewal and new business opportunities
- Conducts all marketing efforts and placement of client renewals
- Negotiate quoted terms and conditions on behalf of clients
- Prepare marketing and informational material for client presentations and meetings
- Meets with clients in conjunction with the Producer according to standardized client meeting schedules
Requirements
- Must hold a 2-20 license
- 5+ years commercial lines insurance agency experience servicing commercial risks
- Excellent computer as well as excellent customer service skills
- Working knowledge of the changing carrier landscape including new entrants into the marketplace and cutting-edge products and solutions
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial lines insuranceclient servicingnegotiationmarketingdocumentationissue resolutionexposure information compilationpresentation preparation
Soft skills
customer servicecommunicationorganizational skills
Certifications
2-20 license