Salary
💰 $87,000 - $140,000 per year
About the role
- Full management of a book of business including renewal management, servicing, and risk analysis for P&C clients
- Communicate with clients and underwriters
- Present quotes and proposals for new business and renewals
- Review policies, identify deficiencies and determine appropriate levels of coverage
- Manage renewal process for expiring policies
- Process certificates of insurance, endorsement requests, bonds and binders within Epic or direct associates to assist
- Manage high premium, niche industry clients (real estate, healthcare, financial services) and work with major carriers and non-admitted markets
Requirements
- At least 5 years P&C experience at a retail insurance agency
- Required Experience: 5-7 years of relevant experience
- Valid P&C license required
- Knowledge of NY labor laws
- Excellent written and verbal communication skills
- Highly organized, motivated, and reliable
- Excel and Applied EPIC experience required
- Knowledge of processing for certificates of insurance, endorsement requests, bonds and binders within Epic
- Knowledge of major carriers and non-admitted markets
- High premium, niche industry (real estate, healthcare, financial services) client management experience is beneficial
- Required Education: Bachelor's degree (4-year degree)