Essential Job Functions and Responsibilities

• Responsible for renewals and new business, including specialty applications, quoting, and gathering pertinent information from the client and/or carrier.
• Prepare proposals for renewal and new business presentations.
• Work with the Producer to bind coverage with carriers, process billing, address escalated client concerns, etc.
• Verify that endorsements and certificates of insurance are properly issued using CSR24 software.
• Assist with training new Client Service staff.
• Abate claims by filing them with the carrier and keep the insured updated as to the status and review subsequent loss runs with them and explain how claims affect renewal.
• Review audit endorsements and worksheets for accuracy and file disputes when necessary.
• Analyze insureds policies to determine if there are any coverage gaps and proactively provide a resolution.
• Secure existing business and drives the sale of additional services and lines of coverage.
• Make relationships with underwriters and market new business.
• Maintain documentation in Epic, following outlined procedures and standard operating procedures.
• Other duties as assigned by management.

• Time management and ability to meet deadlines.
• EPIC, CSR24, and Indio workflow standards and maintenance of documentation.
• Strong organizational skills and ability to multitask while paying close attention to detail.
• Problem-solving and decision making.
• Knowledge of insurance market trends, submission processes and policy coverage levels.
• Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.

• 5-7 years of client management experience working on large commercial accounts.
• P&C licensed.

• Current Property and Casualty License required.
• CISR, CIC, CRM, ARM, AAI, and CPCU designations preferred.