POSITION SUMMARY

Facilitate the sales and administrative processes for Property and Casualty (P&C) clients on assigned accounts, working closely with producer.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Manage and market an assigned group of accounts.
• Foster relationships with new and existing clients.
• Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials.
• Work effectively with the producer managing monthly renewal lists, while keeping the producer updated on major changes during the policy term.
• Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations. Negotiate renewal with carrier. Deliver recommendations to clients as needed or accompany producer in making presentations.
• Processing correspondence from clients and carriers, policy changes, managing cancellation notices, certificates, audits, invoicing proposals.
• Ensure clients are up-to-date on compliance requirements and industry changes through meetings, webinars, legislative updates and other resources.
• Liaise between client and carrier, and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed.
• Make proactive, regularly scheduled courtesy service calls to assigned accounts.
• Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas, services and other projects, as requested.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Perform other duties, tasks, responsibilities, and projects as assigned.

QUALIFICATIONS & SKILLS

• Active Property and Casualty Insurance License
• Comprehensive knowledge of Property and Casualty Insurance plans, markets, and carriers.
• Strong knowledge of Property and Casualty industry, and ability to manage multiple concurrent projects with shifting priorities.
• Transportation insurance experience, preferred
• Ability to summarize carrier loss statements to create premium/loss exhibits for presentation to carrier and clients.
• Ability to review information, make decisions, and manage time effectively with minimal to no supervision
• Excellent verbal, written and presentation skills.
• Ability to deal with confidential matters appropriately.
• Strong interpersonal skills.
• Working knowledge of Microsoft Office software.

An Equal Opportunity Employer

It is the policy of Reliance Group. to recruit, hire, train, promote, transfer and compensate our employees and provide all other conditions of employment including Company sponsored events without regard to race, color, creed, religion, national origin, age, sex, gender identity, genetic information, marital status, lawful alien status, sexual orientation, physical or mental disability, citizenship status, veteran status, employment status or any other basis prohibited by applicable law.