Prepares accounts for new business and the renewal process as directed by the broker
Supports the broker in creating market submissions and quote cover letters for agents
Builds relationships with brokers and demonstrates understanding of brokerage operations
Collaborates with the broker to drive renewals and solicits new business through client referrals
Prepares new business strategies in collaboration with brokers including proposals and presentations for new client opportunities
Evaluates and mitigates risks associated with accounts and ensures adherence to industry regulations and internal policies
Ensures accuracy of new and existing data in internal systems
Generates reports on performance and other defined metrics by leveraging data and insights to inform the broker
Requirements
2+ years of experience in the insurance industry
1+ year specializing in Professional Lines such as Cyber, Directors & Officers (D&O), Errors & Omissions (E&O), Crime, Fiduciary, and Employment Practices Liability (EPL)
Preferred: work experience using AIM and ImageRight applications
Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
Minimum requirements for state P&C and/or surplus line licenses
Preferred: Certified Insurance Service Representative (CISR), Commercial Insurance License (CIL)
Benefits
paid parental leave
mental health services
paid time off for company holidays
vacation
sick and personal days
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.