07/15/2021
Work as an efficient team with agency Producer to assemble, market and place coverage for new clients.
Assists clients with making coverage; uses each contact with the client as an opportunity to review the whole account, round it and market.
Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
Attends to clients needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities, including prioritizing workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account and potential to close.
Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer.
Strong ethical values and integrity
MUST HAVE Active Property and Casualty License
College education preferred or equivalent insurance experience.
Ability to communicate orally and in writing with others to explain complex issues. Ability to receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication, and interpret abstract information.
Full knowledge of insurance products and usages.
Thorough, detail-oriented to manage multiple clients, tasks and requests
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
Knowledge of insurance markets and reference to markets.
Knowledge of insurance rating and underwriting procedures.
Ability to carry out complex tasks with many concrete and abstract variables.
Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
Ability to utilize computer programs and understand functionality.
Professional, committed and self-motivated with the ability to focus on daily tasks
Proficient with Microsoft Office – Outlook, Word, Excel
Job Type: Full-time
Email resume at [email protected].
