Job Summary:
Supports the Commercial Lines Production team in the production of new accounts in a fast-paced environment. Manages the retention of existing accounts with prompt, efficient, and high-quality service. Works closely with Account Executive Assistants and Insurance Processors to service accounts in a team environment.
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Paid Time Off (PTO)
Life Insurance
Disability Insurance
Career Growth Opportunities
Tuition Reimbursement
Responsibilities
Primary Responsibilities:
Coordinate day to day service needs for clients
Coordinate strategy and marketing for new and renewal coverages
Detailed duties:
Maintain client files and ensure accurate account information
Coordinate coverage reviews and completion of policy checklists
Coordinate creation of Loss Summaries
Coordinate binding of coverage
Complete final review of policy documents and coordinate delivery to client
Validate audits and prepare for delivery
Manage clients accounts receivable
Identify and request renewal exposures from client
Prepare final submission for new and renewal marketing
Review and finalize new and renewal quotations and proposals
Coordinate Issuance and quoting of premium finance agreements
Identify opportunities for expanded business through gaps in coverage and program improvements
Confer with client and agency personnel to resolve client issues or complaints
Follow up on outstanding claims
Coordinate marketing process including underwriting questions while keeping client and producer updated during marketing process
Correspond with and develop strong carrier relationships
Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Performs other functions as assigned by management
SKILLS
Excellent written and oral communication
Excellent time management
Active Listening
Service Orientation
Persuasion
Reading Comprehension
Complex Problem Solving
Critical Thinking
Judgment and Decision Making