Minimum 7-10+ years Property & Casualty experience and a P&C license. Must have excellent organization and time management skills along with superior written and verbal communication skills. Knowledge of Applied a plus. Have the ability to handle multiple tasks and/or projects simultaneously despite their complexity. Must be familiar with all aspects of insurance services from applications to policy analysis. Applied experience preferred.
Build, expand and solidify relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues. Build, expand and solidify relationships with carriers through regular communication and interaction on assigned accounts. Manage the renewal process for all assigned clients including reviewing loss information, providing assistance in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal and binders. Always selling or reaching out for new business opportunities in order to grow your current book of business by asking for referrals. Responsible for overseeing day-to-day account management of client accounts, including but not limited to processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions. Contract and certificate requirement review as needed. Maintaining the agency database for assigned clients. Documentation of conversations and information provided to and/or for clients. Delegation of remarketing responsibilities to marketing where appropriate. Communicate and share information with fellow associates in regards to coverage issues, market availability and market conditions.
Valid through: 11/23/2020