Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients/brokers.
Develop and maintain relationships with clients/brokers to ensure that all service needs are met.
Develop new business from existing accounts.
Gather information from clients/brokers and prepare applications for submission to underwriters for both new and renewal business.
Prepare client proposals based on client’s needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager.
Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company. Other responsibilities as assigned by Manager/Team Leader.
Requirements
10 years of experience in commercial insurance.
Thorough knowledge of commercial lines.
Producer’s license.
Experience with Microsoft Office products.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.