About the JobThese Are the Fundamental Responsibilities of the Job:- Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines.
- Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships.
- Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed.
- Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position.
Other Functions of the Job:- Identify cross sell and up-sell opportunities as appropriate.
- Expand and grow in your role when supporting miscellaneous duties as requested.
Skills / Traits That We Value for This Role:- Insurance experience in customer service or account management for 3 years or more.
- Property/Casualty License (all lines).
- Relevant knowledge of insurance products, documents and usages.
- Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred.
- Ability to work well independently and on a team.
- Incredible attention to detail and organizational skills.
- Open to continuing education, college degree or equivalent industry designations.
- Positive attitude, even in a fast-paced environment.
- A passion to make customers and coworkers feel important and valued.
- Capability to work quickly and efficiently.
- Methodical, yet swift decision-making skills.
- Precise communication skills, even under time constraints.
The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $67,415.78 to $112,359.63.
