ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Excelling in customer service by addressing all aspects of client insurance needs in a timely manner.
• Maintaining retention by conducting annual reviews with clients, providing stewardship reports, insurance schedules, and proposals, and managing pre-renewal activities for premier clients.
• Handling tasks such as endorsements, invoicing, file setup, and addressing any accounting issues arising from internal operations or carrier-related matters.
• Performing new business processes, obtaining signatures and required documents, validating policy accuracy, delivering welcome packets, and reviewing any necessary corrections with the client and carrier.
• Effectively communicating with clients and insurance carriers to review policy and premium agreements and process policy transactions.
• Issuing binders, insurance certificates, auto ID cards, and other documentation as required.
• Manage, organize, and conduct client meetings, virtually or physically, as necessary and coordinate client renewal meetings/calls to ascertain changes in their risk exposures or program concerns.
• Initiating applications/submissions, assembling loss and exposure histories, and creating marketing documentation for account executives and clients.
• Reviewing and validating ratings, premium and tax calculations, and premium-bearing endorsements.
• Demonstrating expertise in insurance coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and interacting with underwriters on diverse matters.
• Providing analytical support to clients and offering solutions to routine problems.
• Dutifully respond to underwriters’ queries promptly and offer guidance to clients on submitting first claims reports, ensuring swift carrier response.
• Executing policy renewals as required, issuing proofs of insurance, delivering or canceling policies as needed, and preventing any lapse in coverage.
• Maintaining a high level of precision in managing agency and document systems.
• Acting independently with minimal supervision and performing other tasks as assigned by management.
• Staying up-to-date with industry updates and changes, facilitating exceptional client service and account development within the scope of Stephens' Core Values.

EDUCATION AND EXPERIENCE:

• A bachelor’s degree.
• 5 years of relevant experience and/or training
• Equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS:

• Must hold an appropriate state P & C License.