Insurance

• Deliver effective and efficient resolutions to client’s business risk management needs
• Manage multiple priorities efficiently
• Communicate with clients in a clear and concise fashion
• Identify issues and implement appropriate resolutions
• Collaborate with team members and carrier partners
• Prepare and manage coverage endorsements and cancellations
• Responsible for the preparation of certificates of insurance
• Analyze, prioritize and interpret information to draw accurate conclusions
• Keep current on rates, forms, and coverage changes
• Maintain knowledge of carrier appetites and capabilities
• Drive and support agency and departmental goals for retention, upselling, and new sales
• Identify opportunities for efficiency and effective improvements

Client Specialist – Business Insurance

Insurance Placement Specialist – Commercial, Middle, Large

Insurance Career Advisor

Insurance Consultant

Health Insurance Representative

Insurance Account Representative