Assist Marketing Account Executive and Producer in sales, marketing and servicing of new and renewal business. Effectively manage a book of business containing selected accounts encompassing a high level of expertise and service to the client. Serve as back-up to ASR Supervisor during vacations, absences, etc. Mentor with Team Support/ASR1 and assist the ASR Supervisor in procedural training of new employees.MAJOR ACCOUNTABILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Receive all mail and requests from clients and carriers for policy changes, certificates of insurance, invoicing and underwriting information. Delegate requests as appropriate and monitor follow-up. Personally assist in resolution of more complex requests in order to assure client that all tasks are handled at a managerial level.
Have capabilities to establish/maintain a good business relationship with all clients and company personnel. At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel. Make the Producer/MAE aware of any negative situations.
Keep a record of all expiration dates within the book of business and coordinate with the MAE and Producer the "plan of action". Bring to the attention of the MAE and Producer any major changes to the account during the year.
Assist Producer and MAE in obtaining new/renewal information from the client and/or carriers. Assist in having apps prepared for new/renewal business. Review apps for completeness and accuracy in preparation for submission to carriers.
Manage the preparation and delivery of all applications, policies, endorsements, invoices, acord forms, correspondence, reports, and other miscellaneous transactions. Insure accuracy and completion of all documents pertaining to the accounts assigned.
Assist in all phases of training and progression of Team Support/ASR person(s). Assign work/responsibilities to Team Support as appropriate. Keep ASR supervisor appraised of mentor training and evaluate any additional training requirements, such as computer classes, etc.
Collect outstanding premiums due the agency and keep collections within a 30-day period. Notify Producer if collections are in excess of 30 days and no response from Insured is apparent. Assist clients in establishing payment plans, as needed. Keep MAE and Producer abreast of any commission changes and also, keep Producer abreast of the total commission dollars during the year.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Comprehensive knowledge of all accounts, binders, policies and coverage for all states and industries serviced, gained through at least 10 years of experience and continued education or equivalent experience.
Organizational skills to plan and prioritize workflow and to develop and oversee work systems and procedures.
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
Strong client relations skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems. Should be able to manage accounts in such a manner as to eliminate or minimize "frantic" situations.
Willingness to take responsibility and be held accountable for maintaining a book of business in such a manner that accounts could easily be delegated or reassigned with no inconvenience to clients. Abel to develop a trust with all clients that will assure them that any tasks or projects performed will be delegated to responsible, knowledgeable people that have the technical skills to meet their needs.