Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
Assist in the development of strong business relationships with appropriate insurance carrier personnel.
Recognize and satisfy carrier goals and objectives to enhance business relationships.
Maintain files with proper records according to company procedures.
Follow company procedures in order to achieve positive audit results.
Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
Review accounts receivable report for all assigned accounts to support client retention.
Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
Attend training and seek self-directed learning to continue education in industry and technical knowledge.
Other duties as assigned.
Requirements
2-5 years of related experience and/or training preferred
Property and Casualty License
Working knowledge of available commercial lines coverages based on business and industry
Proficient in providing client service through electronic, telephone, and in-person interaction
Problem solving skills; strong written and verbal communication skills
Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
Benefits
Competitive base salary
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client supportaccount managementpremium auditsbilling invoicingcommercial lines coveragesproblem solvingwritten communicationverbal communication
Soft skills
relationship buildingattention to detailself-directed learning