Salary
💰 $64,000 - $80,000 per year
About the role
- 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
- Evaluates and mitigates risks associated with accounts
- Ensures accuracy of new and existing data in internal systems
- Generates reports on performance and other defined metrics
- Collaborates with internal teams to ensure contractual obligations are met
Requirements
- Minimum of 1 year of experience in the Insurance industry
- Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
- Prescribed: Minimum requirements for state P&C and/or surplus line licenses
- Preferred: Certified Insurance Service Representative (CISR), Commercial Insurance License (CIL)
- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data accuracyrisk evaluationreport generationbusiness strategy preparation
Soft skills
relationship buildingcollaborationcommunication
Certifications
Certified Insurance Service Representative (CISR)Commercial Insurance License (CIL)P&C licensesurplus line license