SUMMARY
Responsible for the strategic management and retention of a significant book of complex commercial P&C clients, providing high-level service, risk management guidance, and supporting new business development, working independently with minimal supervision.
ESSENTIAL FUNCTIONS & RESPONSIBILITES
- Client Relationship Management: Serve as the primary point of contact, building strong relationships, resolving complex issues, and ensuring high client satisfaction.
- Risk Management & Analysis: Conduct thorough exposure analysis, risk assessments, and collaborate with clients to develop appropriate insurance strategies and solutions.
- Marketing & Placement: Lead the marketing process for renewals and new business, negotiating terms with carriers, reviewing quotes, and presenting proposals.
- Policy Administration: Oversee the accurate setup, processing, and delivery of policies, endorsements, and certificates.
- Claims Support: Guide clients through loss reporting, provide ongoing support, and assist with claims management.
- Account Growth: Identify and pursue opportunities for account rounding, cross-selling, and referrals.
- System Management: Maintain accurate client data and policy details in agency management systems.
- Collaboration: Work with internal teams (producers, service staff) and external partners (carriers, vendors).
- Performs other duties as assigned.
QUALIFICATIONS
- Minimum 5+ years of experience in Commercial P&C insurance.
- Active P&C License required.
- Extensive knowledge of P&C policies, coverages, market trends, and risk management principles.
- Strong communication, negotiation, analytical, and problem-solving skills.
- Must have 2 professional designation CIC, CPCU or CRIS equivalent
- Proficiency with insurance management software (e.g., Applied Epic) and MS Office.
PHYSICAL DEMANDS
The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/ or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.