Insurance

• Assist producers in new production activities to meet or exceed production goals as established.
• Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
• Design Detailed analyses, including but not limited to: Exposure Analysis Claims review Loss Trends Market Changes Certificate Audits
• Design presentations for prospect/client meetings.
• Independently conduct meetings with client/carriers, as needed.
• Accompany producers on Prospect meetings.
• Meet with producers and account teams to discuss issues and resolve problems.
• Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
• Gather client information for renewals and new business to begin the remarketing/marketing process.
• Develop and expand coverage lines to existing accounts.
• Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
• Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
• Participate in seminars and classes for skill and knowledge development.
• Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
• Key Liaison with clients to assess needs and provide solutions.
• Develop, Maintain and execute proactive service plan for each client.
• Review Prospects policies/insurance program and provide feedback.
• Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.

Business Insurance Client Executive

Inbound Sales Center Insurance Agent, Personal Lines

Claims Specialist – Construction Defect

Insurance Career Advisor

Insurance Consultant

Director, General Lines – Commercial Insurance Sales