What are the responsibilities and job description for the Commercial Insurance Broker position at The Demarco Group?
Seeking a hybrid Alpharetta (2-3 days) P&C AE/SR Broker for a private national retail broker focused in the construction and design firm verticals (architects & engineers)
The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions.
LOCATION: Alpharetta, GA - Hybrid, 3 days a week in-office is preferred, but may be open to only 1 day a week in-office for candidates with long commutes
WHAT WE’RE LOOKING FOR:
- Candidates with experience managing large, complex commercial accounts.
WHAT YOU’LL DO:
The broker will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):
- Review documents for client pre-renewal meetings prepared by the account specialist
- Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account specialist
- Execute agreed plan established at the pre-renewal meeting including:
- Manage the timeline established during the pre-renewal meeting
- Send submission with coverage specifications
- Negotiate options
- Confirm compliance or exceptions to requested coverage
- Complete and/or review renewal report (including coverage and rating plan analyses and other analytical functions)
- Participate in meeting to present renewal terms/options to the client.
- In coordination with the Account Specialist, review all renewal documents including: Binders, Confirmation of Coverage, Insurance program chart, Sagitta input, and Master Certificates including endorsements
- Throughout process, Broker is responsible for maintaining all files and electronic records per company policy.
- In coordination with Account Specialist, collect all policies and review findings after Policy Manager has completed the review of the policies.
- Handle day-to-day client services including but not limited to: Handle and document mid-term requests such as policy endorsements, provide risk review of contracts, and answer coverage questions.
- Advocate/assist with client audits and requests corrections as necessary
Salary : $175,000 - $240,000