Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
Review exposures and current insurance program for assigned clients
Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
Work with producers with the development and decisions about plans of action and coverages for new accounts
Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
Complete account reviews
Requirements
3-5 years of prior insurance industry experience preferred
High school diploma or the recognized equivalent, required
Maintain P&C License, required
Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance program reviewaccount managementcoverage analysisclaims handlingpolicy issuanceaccount reviews
Soft skills
relationship managementcustomer serviceproblem solvingcommunicationanticipation of customer needs