ESSENTIAL DUTIES AND RESPONSIBILITIES  

• Account maintenance, invoicing, file set up and maintenance, premium finance arrangement, accounting issues internally and with the carriers.
• Frequent client and carrier contact and correspondence; policy and premium agreement review; processing of all policy transactions throughout the year.
• Issuance of binders, certificates of insurance, automobile ID cards, and other documents as requested.
• Initiate applications/submissions (Acord or free form), request and complete loss and exposure historical summaries and other marketing documentation for marketing account execs, policy registers and summaries for clients, including stewardship review materials.
• Check ratings, premium and tax calculations, audits and other premium bearing endorsements.
• Essential skills include knowledge of coverage forms, rating plans; should be familiar with risk finance/deductible program mechanics and have the ability to deal with/converse with underwriters on a broad range of issues.
• Must have analytical ability to assist clients in solving routine problems.
• Perform other tasks as assigned by management.

EDUCATION AND EXPERIENCE

• Bachelor’s degree or equivalent
• 2 years in related experience in a similar position
• Equivalent combination of education and experience

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

• Appropriate insurance licenses in each state where business is being solicited

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail
• Self-motivated with the ability to work independently in a fast-paced environment with deadlines and time constraints
• Ability to prioritize and handle multiple tasks simultaneously
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
• Strong interpersonal skills
• Establish and maintain effective working relationships at all levels of the organization
• Proficient in Microsoft Office Suite or similar software, P&C agency automation software, Contact Management and the ability to learn and utilize industry specific software as required
• Ability to maintain confidentiality
• Ability to travel as required
• Demonstrated reliability in attendance and work performance