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About the role
Key responsibilities & impact- Manages the overall team operations, client coordination, and customer service delivery.
- This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
- Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
- Assists Producers and Account Executives with Client service commitments.
- Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
- Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
- Manages the new business and renewal process, as well as oversees day to day client changes.
- Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
- Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
- Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
- Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
- Reviews quotes for accuracy against supporting documents.
- Negotiates additional coverage/price with the underwriter.
- Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
- Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Requirements
What you’ll need- Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located.
- Management Liability/Executive Risk experience is required - Directors & Officers, and crime.
- P&C knowledge
- Ability to work toward professional designation.
- Must be comfortable in an electronic environment with strong computer skills.
- Strong working knowledge of Word, PowerPoint, and Excel.
- Excellent people skills and ability to work well in a team environment.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience
Benefits
Comp & perks- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- …and so much more!
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 processingclient servicesrenewal marketingproposal creationnegotiationE&O documentationP&C knowledgemanagement liabilityexecutive risktroubleshooting
Soft Skills
coachingteam managementclient coordinationcustomer serviceorganizational skillsattention to detailverbal communicationwritten communicationpeople skillsprioritization
Certifications
Insurance License in Property & CasualtyInsurance License in Health & Lifeprofessional designation