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About the role
Key responsibilities & impact- Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
- Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
- Reviews and summarizes marketing results and prepares proposals
- Finalizes proposals and presentations in coordination with producers
- Binds insurance coverage and prepares binders and or delegates certificates issuance
- Reviews policies for accuracy and reviews contracts.
- Prepares summaries and/or schedules of coverage for clients
- Schedules appointments with clients as requested by sales producers
- Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
- Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
- Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
- Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary
- Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
Requirements
What you’ll need- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- Applied Epic Agency Management experience preferred but not required.
- High School Diploma or the recognized equivalent is required
- Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
- Active P&C License
Benefits
Comp & perks- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance coveragepolicy reviewproposal preparationmarketing analysisrate negotiationapplication processingaudit reviewcoverage summarizationclient needs analysisrenewal strategy development
Soft Skills
communicationorganizationalnegotiationclient relationship managementproblem-solvingattention to detailtime managementcollaborationadaptabilitycustomer service
Certifications
P&C License