Manage assigned commercial lines property & casualty accounts (larger commercial and industrial construction clients) to ensure profitability and retention
Develop and maintain proactive communications with clients and HUB associates (producers, Client Specialists, claims & administrative professionals)
Attend and participate in carrier and client meetings
Take primary responsibility for policy expiration management and client renewal processes
Own the renewal marketing process and develop marketing strategy for assigned renewal business
Perform periodic coverage and risk reviews and contract reviews for construction clients
Review bid specifications and complete contract reviews for construction clients
Support Advisors through marketing new prospective clients and liaise with carrier underwriters
Complete policy application details for newly bound policies into Epic
Handle communications and correspondences from HUB associates, clients and carriers
Agency billing including new business, renewal, and endorsement invoicing
Assist with claim reporting and follow up as needed
Support and adhere to agency goals and objectives
Perform other duties as assigned by Commercial Lines Manager
Requirements
Four years progressively responsible experience in an independent commercial lines insurance agency required OR similar years of related work experience dealing directly with commercial insurance coverages
Prior experience managing client accounts in the commercial construction space is highly desired
Possess state insurance licensure as required by the Ohio State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in the state of Ohio OR be willing/able to obtain required licensure within the first 90 days of employment
Professional designations such as CISR, MLIS, CRIS, CIC, ARM, CRM, and CPCU are preferred
College degree preferred. High school diploma or equivalent is required
Knowledge of commercial insurance and products
Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
Existing knowledge of Applied Epic is preferred
Required Experience: 5-7 years of relevant experience