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About the role
Key responsibilities & impact- Manage high-value or complex accounts, often involving more intricate problem-solving end negotiations
- Collaborate with the client advisor to review exposures and insurance programs for assigned clients
- Determine if carrier is the best fit for the client while considering coverage, protection, and cost
- Collaborate with client advisors to market, quote, and prepare the proposal for the client
- Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner
- Manages initial report of claims, and following up to ensure that the claim is properly progressing
- Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer
- Develops and executes strategic account plans to drive client growth and retention
- Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable
- Maintain customer records in accordance with procedures
- Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
- Assist or complete other tasks as directed by platform management
Requirements
What you’ll need- Active Property & Casualty License Required
- Strong organizational skills- the ability to discern priority and initiative
- Computer skills, specifically Microsoft Word, Outlook, and Excel
- Excellent verbal and written communication skills as well as strong people skills
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
- Applied Systems / EPIC experience is a plus
- Know and apply principles of insurance to everyday situations
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
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
account managementproblem-solvingnegotiationinsurance program reviewclaims managementstrategic account planningmathematical skillsinsurance principles
Soft Skills
organizational skillscommunication skillspeople skillsinitiativecustomer service
Certifications
Property & Casualty License
