Insurance

• Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
• Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets
• Review insurance policies and contracts and make recommendations for improvement
• Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts
• Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
• Maintain familiarity and working relationships with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process
• Abide by and maintain all licensing requirements, including continuing education
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
• Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile
• Work independently and within a team on special and nonrecurring and ongoing projects
• Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs

Insurance Placement Specialist – Commercial, Middle, Large

Insurance Career Advisor

Insurance Consultant

Health Insurance Representative

Insurance Account Representative