What are the responsibilities and job description for the Assistant Account Executive position at CRS Insurance Brokerage?
PRIMARY OBJECTIVE:
Responsible for the marketing of new and renewal accounts to various insurance companies while actively assisting assigned Account Executives/Producers in coordinating and helping CRS clients.
PREFERRED POSITION QUALIFICATIONS/BEHAVIORS:
- Minimum of five years of agency customer service experience.
- Bachelor's Degree preferred or experience in lieu of a degree.
- Strong written and verbal communication and a high sense of urgency.
- Possess a Property & Casualty license.
- Possess CISR or comparable designation and be working to obtain CIC or comparable designation.
- Knowledgeable in commercial line coverages.
- Knowledgeable with company guidelines and underwriting rules.
- Familiar with company appetites and online rating tools.
- Detail-oriented and strong organizational skills.
DUTIES & RESPONSIBILITIES
Responsible for the marketing needs of assigned team(s), including but not limited to the following:
- Adherence to CRS Core Values & Code of Ethics.
- Adherence to CRS policies and procedures, including CRS time standards.
- Be proficient at rating and utilizing various insurance company programs.
- Assist the Account Executive/Producer in collecting the needed information necessary for new and renewal business submissions and program review.
- Meet with Producer & AE 120 days prior to expiration to determine the marketing strategy.
- Prepare the submission file and pre-renewal packet.
- Create/update the applications in the agency management system and other information needed in the renewal submission file.
- Submit the client file to markets, communicating with the underwriters to secure the quotes by the date needed.
- Prepare the Marketing Summary of the quotes and review them with the Producer.
- Complete 9-column on assigned accounts.
- Complete the expiring annualized premium spreadsheet as directed.
- Provide Mod Master analysis as directed.
- Provide Building Replacement Cost estimations as directed.
- Review quotes and present recommendations to the Producer.
- Negotiate pricing or terms as needed.
- Prepare the proposal as discussed with the producer.
- Updating, printing, and binding, including enhancements.
- Assist teams in reviewing and analyzing insured’s contracts regarding insurance requirements and program compliance.
- Assist teams in completing Bind Orders as directed.
- Other duties as needed or assigned.
Salary : $75,000 - $95,000