Utilize exceptional client servicing skills to maintain and expand client relationships within assigned book of accounts
Provide professional insurance services to clients by coordinating with Producers, Underwriters, Service Team members and other departments
Provide coverage analysis and risk management recommendations
Complete applications, prepare submissions, negotiate coverage and pricing with carriers and prepare proposals according to agency standards
Resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
Participate in continuing education to maintain a P&C license, stay current with all regulations and enhance insurance knowledge
Requirements
Active Property & Casualty license
10+ years relevant commercial lines insurance experience, with at least 3 years in a brokerage environment
Experience in managing assigned accounts through the client life cycle, including the renewal process.
Demonstrated ability to expand services at each renewal through upselling and cross selling.
Effective oral and written communication and relationship building skills a must; demonstrated ability to converse with all levels of internal colleagues and external clients and vendors
Strong analytical and problem-solving skills, managing escalated client issues
Significant experience facilitating client meetings and presentations
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.