Primary Role:

Day to day maintenance, servicing of assigned commercial lines accounts and occasionally writing new accounts less than $1,000 in revenue, including but not limited to:

· Maintaining a high level of client service and satisfaction

· Marketing and placement of renewal accounts as appropriate

· Supporting our Small Business Sales Specialist by quoting new small business when they are out of the office or need assistance.

· Achieving agency retention goals through proactive account rounding, up-selling of limits and coverages and by providing extraordinary client service

· Providing extraordinary client services

Qualifications & Education

· Appropriate State License(s). Minimum of 2-5 years insurance brokerage or equivalent experience

· Some knowledge of all lines of commercial insurance, especially those products represented through the agency and eagerness to learn more

· Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system and applicable insurance laws/codes

· Experience and expertise in operating in electronic environment, excellent automation skills, including Management Information System, Outlook, Word, Excel, document management software, carrier proprietary systems and phone systems

· Familiarity with risk assessment and risk management techniques

· Excellent time management and multi-tasking ability

· Excellent organizational, verbal and written communication skills

· High degree of self-motivation and self-direction

Duties

· Support Small Business Sales Specialist by handling accounts once bound and writing new accounts

· Perform annual review and risk exposure analysis of renewal policies for proper coverage

· Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines

· Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines

· Respond to client inquiries (including but not limited to: billing, policy changes, certificate requests, coverage questions etc.) incoming e-mail, mail and company requests in accordance with agency guidelines

· Review all items to be processed, to insure items were received as ordered

· Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins

· Participate in any special projects at management’s request

Job Type: Permanent

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

Work Location: In person