Overview
Maintains and increases existing commercial accounts by cultivating client relationships and meeting their insurance needs. Assesses insurance needs and recommends appropriate coverage to address the risks.

Duties

• Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives to ensure “one call resolution.”
• Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency’s client base.
• Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
• Maintains and grows knowledge in commercial lines of insurance.
• Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures.
• Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client’s risk exposure.
• Responds to client inquiries and requests related to insurance products promptly.
• Researches and resolves complex customer service issues, making recommendations to place coverage.
• Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps.

Education & Experience

• Associate's Degree or equivalent from a two-year college or equivalent work experience.
• Two years of Commercial Lines experience.
• Knowledge of various rating platforms.

Certifications

• Must have or be able to obtain an active and valid Insurance License.