Summary

Under the direction of the Director of Commercial Operations and Client Account Manager Team Lead; provide superior service in expanding and maintaining the Commercial Lines Department client base; analyze and maintain an assigned book of business by corresponding with clients, determining their insurance needs, and implementing services to help the client maintain their insurance; assist with quoting, handling client requests by mail, phone, and email or in person from the policy holders, carrier representatives or others concerning their insurance needs; responsible for assisting in growth and retention goals as well as perpetuating service plans for designated clients.

Essential Duties and Responsibilities

• Assist Account Executive and/or 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
• Manage endorsement request and audit procedures with the assistance of the Technical Account Manager
• Oversee billing process with both internal billing team, premium financing companies, and client
• Maintain accurate Agency Management System files for each client
• Perform ad hoc assignments for clients such as bid spec/contract reviews, insurance coverage summaries, etc.
• Stay informed of industry trends, develop carrier relationships, and participate in ongoing professional development relevant to Commercial Lines Insurance

Certificates/Licenses/Education:

Property & Casualty Insurance License Required

Bachelor’s Degree Preferred

Relevant Insurance/Risk Management Designations Preferred

Minimum of 2 years of experience servicing all lines of commercial insurance coverage within the retail insurance brokerage industry