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About the role
Key responsibilities & impact- Primary day-to-day contact for all service needs for both external and internal customers
- Accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses
- Requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery
- Strategizing placement approaches for complex accounts
- Evaluation of large deductible programs, captives, and layered insurance towers to deliver optimal risk transfer solutions
- Requires independent decision-making, strong analytical and negotiation skills, and close collaboration with Client Advisors, Account Service Teams, and carrier partners
Requirements
What you’ll need- 2+ years of relevant insurance experience required
- An emphasis on mid-to-large commercial account placements preferred
- Must currently hold a Property & Casualty license in the state where you reside
- Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred
- Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
- Excellent phone etiquette, written and verbal communication skills
- Able to work with minimum supervision; able to accept directions on given assignments
- Proficient with MS Office products, including a high knowledge of Excel and Word
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Demonstrated flexibility and adaptability to changing priorities and deadlines
- Strong attention to detail to ensure document accuracy
- Able to work effectively in a team environment with strong customer service skills
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
insurance processingrisk transfer solutionsanalytical skillsnegotiation skillsclient services coordinationlarge deductible programs evaluationcaptives evaluationlayered insurance towers evaluationcommercial account placementsbroker/agent experience
Soft Skills
customer experience deliveryindependent decision-makingcollaborationphone etiquettewritten communicationverbal communicationorganizational skillsflexibilityadaptabilityattention to detail
Certifications
Property & Casualty licenseCRMCISRCICAAIARMCPCU
