Summary

Under the direction of the Chief Financial Officer; provide superior service in maintaining the Private Client Department client base which includes all clients (VIP, mid and small market); analyze and expand your client book of business by quoting, handling client requests by mail, phone, email, or in person from the policyholders, carrier representatives or others concerning their insurance needs.

Essential Duties and Responsibilities

• Assist Sales Consultant on new business and renewal business process including but not limited to analyzing coverage needs, sending submission, reviewing/negotiating quote, preparing proposals, finalizing marketing, and following up for final policies
• Lead day-to-day client and insurance carrier communications
• Review policies, endorsements, and cancellations for accuracy and oversee billing process with both internal billing team and client
• Create client proposals; review for compliance with underwriting authority and guidelines
• Maintain accurate Agency Management System files for each client
• Stay informed of industry trends, develop carrier relationships, and participate in ongoing professional development relevant to Personal Lines Insurance

Certificates/Licenses/Education:

Property & Casualty Insurance License Required

Life & Health Insurance License Preferred

Bachelor’s Degree Preferred