Maintain current and relevant knowledge of the insurance marketplace and act as an internal market resource and liaison
Meet with carriers to learn of new products, appetites and service enhancements
Build strong and mutually beneficial relationships with carriers and wholesalers
Meet with the account team to evaluate account needs and select appropriate markets
Act as a consultant to the team to offer up to date market intelligence on products and services, programs, carrier appetites and guide the marketing strategy for assigned accounts
Provide creative solutions for coverage placement
Evaluate risks and determine appropriate coverage and pricing terms to meet client needs
Discuss risks with relevant markets to gauge interest
Create specifications in appropriate systems and order submission creation within agreed upon service levels time frames
Control and oversee the submission process
Review drafts of submissions until all corrections and updates have been addressed
Ensure that all current term policy changes occurring during the renewal cycle are captured in submissions
Send submissions to selected markets
Follow up quotes
Answer questions and obtain additional information required by underwriters to generate quotes
Negotiate best terms and prices on behalf of clients and favorable commissions on behalf of the agency
Obtain revised and final quotes
Compare and evaluate quotes in conjunction with the account team
Select those suitable for presentation to clients
Order proposals within service level time frames
Provide all information necessary for the completion of the proposal
Review and order final corrections and revisions to the template
Approve final version
Give instructions for the assembly of proposals as needed, including additional inserts, exhibits, brochures, reports, etc.
Document all marketing activities in accordance with established procedures so that all account stakeholders can access status reports
Order binders from winning markets and alert losing markets of outcome of proposal meetings in a manner that will enhance and demonstrate respect that will foster continued good market relationships
Alert internal service teams about orders to bind
Update all systems to document and finalize marketing cycle
Perform other duties as requested, including exercising discretion and judgment in prioritizing workload.

Requirements

Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
Demonstrate commitment to continuous learning by advancing insurance knowledge via training and obtaining insurance designations
Must maintain current intel on insurance markets in general and specifically to provide a competitive advantage
Excellent negotiation and relationship management skills
At least five years of similar experience
Must have strong commercial lines technical and market knowledge
Must understand a broad range of coverage and risk alternatives
Highly proficient with Microsoft Word and Excel
Applied Systems – Epic agency management system experience preferred
Extremely organized
A strong sense of urgency with a strong attention to detail & follow through
Must be able to work independently on a team and under pressure
Analytical-technically oriented
Strong attention to detail and follow through
The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.

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.

Hard Skills & Tools

negotiationrelationship managementcommercial lines technical knowledgecoverage alternativesrisk evaluationsubmission process managementproposal creationmarket intelligenceinsurance knowledgeattention to detail

Soft Skills

organizational skillssense of urgencyindependent workteam collaborationanalytical orientationdiscretion and judgmentcontinuous learningcommunication skillsproblem-solvingtime management

Certifications

Property and Casualty License