What are the responsibilities and job description for the Commercial Lines Client Executive Associate position at Ross & Yerger Insurance, Inc.?
Major Duties and Responsibilities:
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- Effectively assist with the renewal process for existing Commercial Insurance accounts, including but not limited to: tracking upcoming renewal progress, maintaining weekly renewal reports comprised of expiring terms compared to quoted terms to date.
- Work with production team to provide submission support in that of property valuations, geolocation maps, schedule of values, and client file management.
- Work with production team to put together complete new business submissions.
- Initiate contact with clients periodically to ensure a high-level of client satisfaction
- Closely work with Client Managers to negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients
- Proof proposals prior to delivery to AE and/or Producer
- Work with Clients and carriers to coordinate loss control visits and loss recommendation compliance
- Assist Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, emails, and all other forms of communication
- Maintain and monitor daily suspense to follow up on items requested by Account Executive and carriers
- Coordinate the delivery of agency value-added resources as needed for clients
- 4-year college degree
- 2 years Property & Casualty insurance work experience, is preferred
- Excellent interpersonal skills, customer focus and the ability to work as part of a team with Producer, Account Executive, Client Managers and Client Representatives
- Excellent analytical skills for evaluating loss experience
- Strong ability to research market niches
- Excellent computer skills (Insurance Data Mgmt. Systems, Microsoft Office with a strong emphasis on Excel)
- The ability to clearly and effectively communicate via phone, email, in person and in writing
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