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About the role
Key responsibilities & impact- Apply creative analysis strategies using carrier partnerships, coverage options, and specialized programs to enhance client retention.
- Contribute to agency revenue growth while ensuring clients receive tailored solutions that meet their unique needs.
- Identify and recommend additional lines of coverage or enhancements in coordination with the team.
- Prepare proposals of coverage options for the sales team.
- Prepare premium finance contracts and company financing as needed.
- Request loss runs and prepare loss history summaries.
- Maintain Certificate of Insurance (COI) list and create master templates.
- Check policies against proposals/applications for accuracy and update as needed.
- Review company audits for accuracy, invoice, and follow up on additional premiums.
- Process policy changes and endorsements for carriers/customers.
- Maintain effective communication with internal teams throughout the marketing and binding process.
- Assist in cross-selling and rounding out accounts.
- Develop and maintain strong client relationships.
- Consult with clients on their total cost of risk.
- Provide solutions and Acrisure service recommendations to meet client needs.
- Maintain complete and accurate client and policy information in agency management systems.
Requirements
What you’ll need- Valid Property & Casualty Insurance License required.
- 3+ years of experience in Commercial Property & Casualty Insurance, preferably in a similar role, with at least 3 years in agency roles
- Ability to effectively communicate in both verbal and written formats, externally and internally.
- Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
- Ability to author routine reports and correspondence.
- Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
- Ability to anticipate and solve practical problems or resolve issues.
- Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
- Strong attention to detail and good proofreading skills.
- Excellent skills in reliability, initiative, and stress tolerance.
- Ability to perform in a professional appearance and manner.
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
commercial property insurancecasualty insurancepolicy analysisproposal preparationpremium finance contractsloss history summariespolicy changesendorsementsclient risk consultationinsurance document interpretation
Soft Skills
effective communicationproblem-solvingattention to detailreliabilityinitiativestress toleranceanalytical skillsadaptabilityclient relationship managementreport writing
Certifications
Property & Casualty Insurance License
