Description

Job Summary: Assist the Personal Lines Executive Vice President with managing their book of business. This includes working with Service Team members on the management of accounts, advising on the structure of the proposed programs, assisting in the implementation of the programs, and managing the relationship with clients on an ongoing basis.

Duties & Responsibilities:

• Ability to present (or lead in EVP’s absence) prospect presentation and renewal meetings (Personal Lines and P&C)
• Coordinate and prepare presentation and internal marketing materials for client meetings
• Provide consistent excellent client service for the EVP’s book of business representing clients of various size and scope. Research and provide answers for client policy and coverage questions
• Assist with client concerns, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
• Initiate relationships with and communicate with client support staff
• Maintain open and clear communication with EVP and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates
• Develop and cultivate strong carrier relationships to enhance Cobbs Allen’s position in the market
• Process coverage amendment requests following up as needed
• Maintain accurate client files in agency database
• Maintain a current understanding of industry information and new product information as required to service clients
• Call on new clients to build a book of business and learn the sales process. Over time, as the book grows, transition to a Producer role.

Qualifications:

• Bachelor’s Degree is required
• 1 to 2 years' relevant work experience is required
• Alabama P&C license required
• Strong communication skills, both verbal and written required
• Strong Microsoft Word, Excel, and PowerPoint skills
• Attention to detail with ability to self-check work for accuracy

CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Qualifications