Overview:

Responsible for servicing assigned personal insurance excess/surplus lines accounts in accordance with the practices, policies, and procedures of the Company. 

Responsibilities: 

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients. 

• Develop and maintain relationships with clients to ensure that all service needs are met. 

• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. 

• Gather information from clients and prepare applications regarding new and/or renewal coverage. 

• Prepare policy quotes based on client’s needs, rates and coverages. 

• Prepare all transactions for assigned accounts, i.e., applications, invoices, forms. 

• Maintain the accuracy of data in the agency management system. 

• Process endorsements that involve premium changes. 

• Assess renewal book of business and coordinate the depopulation of clients who qualify for retail property casualty solutions. 

• Handle collections of premiums due. 

• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company. 

• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives. 

• Meet KPI goals as established.

• Other responsibilities as assigned by Manager.

Qualifications: 

• Experience servicing personal accounts within an insurance agency.  

• Thorough knowledge of personal lines coverages and markets.  

• Experience with an electronic agency management system.  

• Active Producer license.  

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.