Position Summary - Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
- Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.
- May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.
Primary Responsibilities Primary Activities (60% or more of time)
- Evaluates exposures and renewal quote
- Review upcoming renewals and determine which accounts warrant remarket
- Make coverage recommendations
- Utilize comparative rater tool to obtain quotes
- Transact agency billing (where applicable)
- Obtain signed binding and notifies carriers
- Reviews binding documents for accuracy
- Responsible for rounding out accounts and "Selling all of World"
Other Responsibilities, as applicable
- Setup and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- Attach, organize, and name documents in EPIC
- Initiate endorsements, proofs of insurance and invoices
- Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
- Create activities in EPIC and assign to applicable team member
- May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Work Experience - 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
Professional Licenses/Certifications - Must hold state Property & Casualty insurance license
Essential Skills/Competencies - Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.
- Able to understand new technology platforms quickly
- Proficient in agency management systems and carrier sites
- Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
- Able to work in a team environment. Easily gains the trust and support of peers.
- Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
- Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
- Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
- Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education - High School Diploma or Equivalent
Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
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