Independently manage client relationships and accounts up to $1MM in volume revenue.
Act as the first and primary client point of contact to provide day-to-day service by responding to client questions and requests.
Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business. And all associated deliverables for the client.
Manage the onboarding process of new clients.
Manage the marketing process for prospect companies.
Prepare and review client communications and finalize for delivery.
Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.
Perform thorough coverage reviews for clients.
Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
Perform other duties and special projects as assigned.
Requirements
Property and Casualty insurance experience is required.
Minimum of 3+ years of brokerage and/or underwriting experience is required.
Excellent communication skills: written, public speaking and presentation preparation.
Excellent customer service skills, professionalism and tact.
Advanced knowledge of Microsoft Office and its more complex features.
Ability to be resourceful, take initiative, solve problems and offer solutions.
Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
Ability to train, delegate, provide oversight and give feedback.
Adaptability and flexibility to address issues and client needs.
Excellent time management skills.
Ability to learn and adopt and train use of technology systems and software applications.
Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
Ability to review internal/external deliverables to ensure accuracy.
Intermediate project planning and management.
Ability to forge relationships and build trust.
Property & Casualty Insurance License (required to have or obtain within 3 months of starting).
Benefits
Medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communication skillscustomer service skillsproblem-solvinginitiativeteam collaborationtraining and delegationadaptabilitytime managementmulti-taskingrelationship building