Salary
💰 $53,779 - $91,291 per year
About the role
- Serve as the main point of contact and technical expert on a client book of business
- Manage large books of business for commercial lines insurance clients
- Renew existing policies, bind new business leads, and round out accounts to increase overall revenue
- Drive customer retention and market additional lines of coverage to grow business and properly insure risks
- Evaluate carrier relationships, commercial insurance products, and market placement
- Provide quality and timely service to customers and clients
- Research, provide recommendations and implement ReSource Pro solutions for clients
- Work in a variety of Agency Management Systems to complete tasks
- Lead day-to-day customer interactions and train junior team members on customer interactions
- Use subject matter expertise to consult with customers and advise colleagues
- Gather information about client needs and insurance solutions and collaborate with coworkers and supervisors to meet client needs and contribute to internal team goals
Requirements
- Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience
- 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center
- Active Resident Property and Casualty insurance license required (state licensure; provide NPN and state in application)
- Must reside within the United States (all remote positions are based in the United States)
- Located in Pacific time zone to accommodate client
- Microsoft Office Proficiency - Excel required
- Experience working in Agency Management System required
- Industry designations preferred such as CPCU, CIC, CISR, ARM
- Ability to adapt and succeed within a team-oriented environment
- Excellent problem-solving and customer service skills