Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.
Duties & Responsibilities: - Lead a team of colleagues in providing coordinated brokerage and services to clients
- Coordination of brokerage teams, risk control, claims, financial lines - essentially making sure all service are delivered and expectations are met.
- Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
- Assist with renewal meetings to present results to established client contacts
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Participate as needed in Prospect presentation meetings
- Identity and facilitate possible areas for expanded business with existing clients
- Prepare renewal submissions for marketing; send and process complete renewal submissions
- Analyze quotes for accuracy and prepare spreadsheet of all quotes received
- Assist in data analysis to determine program structure options
- Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
- Oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
- Supervise support staff to help manage workflow
Management Duties & Responsibilities:- Act as a resource for AEs, AAEs and AMs in Risk Management
- Complete annual goal setting, oversight and day to day management of Risk Management service team
Qualifications: - Bachelor's Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 15+ years of commercial insurance work experience with large accounts is required
- Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
- Professional in appearance and business conduct with strong customer service
- Ability to travel to client and prospect meetings approximately 20% of time
Salary: $250-275k
Click here for some insight into our culture!
