Dean & Draper

Insurance

• Serve as the primary point of contact for a portfolio of commercial clients.
• Develop and nurture strong relationships with clients, understanding their business needs and insurance requirements.
• Conduct regular client meetings to review policies, discuss renewals, and provide strategic insurance advice.
• Analyze and assess clients' existing insurance policies to identify coverage gaps and recommend appropriate changes or enhancements.
• Collaborate with insurance company underwriters to negotiate terms, coverage, and pricing on behalf of clients.
• Process policy endorsements, renewals, and new business applications efficiently and accurately.
• Conduct thorough risk assessments for clients' businesses to identify potential risks and exposures.
• Assist clients throughout the claims process, acting as an advocate to ensure timely and fair claims settlements.
• Work closely with claims adjusters and insurance carriers to expedite claims resolutions.
• Stay updated with industry trends, regulatory changes, and market conditions that may impact clients' insurance needs.
• Educate clients on insurance products, coverage options, and risk management strategies to help them make informed decisions.
• Collaborate with internal teams, such as sales, underwriting, and customer support, to ensure a seamless customer experience.
• Ensure all client records, policy documents, and communications are accurately maintained and comply with company policies and industry regulations.

Insurance Agent

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
• Work with new clients or support a producer in understanding their needs and finalizing coverage.
• Maintain records of customer interactions and transactions in the agency management system.

Insurance Agent

Dean & Draper Insurance Agency