Client Relationship Associate

Brief Description

Client Relationship Associate

Division: Commercial Division

Job Summary

The primary purpose of this job is to service the Property and Casualty insurance programs for assigned clients of the Commercial Insurance Division.

Essential Functions

Agency specific training will be provided.

• Determine which insurance products best meet the client’s insurance needs and advise the client regarding the advantages and disadvantages of coverage options.
• Review policy terms and conditions and make independent determination with respect to appropriateness of insurance coverage.
• Bind excess and surplus coverage as well as completing affidavits.
• Identify opportunities to account round with existing clients.
• Analyze exposures and recommend coverage and risk management techniques that meet clients’ needs. Educate clients on coverage terms, conditions, limitations and insurance solutions.
• Market, propose and complete renewal applications for insurance coverage.
• Prepare analysis of client’s program.
• Participate in carrier meetings to better understand their appetite.
• Review and verify policies for requested coverage, correct information and proper pricing for renewals, endorsements and audits.
• In the absence of the Client Relationship Claims Manager, manage submission of first report of claim to insurance carrier.
• Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
• Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
• Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
• Participate in training, seminar courses to maintain Property & Casualty license.
• Perform other miscellaneous duties as assigned by agency management, including handling complex tasks independently.
• Cross train as needed.
• Adhere to the stated expectations of the E&O Plus Quality Management Program
  
  

Additional Responsibilities

As a Client Relationship Associate, major responsibilities include but are not limited to:

• Manage account service for clients, including independently analyzing contracts, quoting additional coverages and binding coverage.
• Set priorities and manage workflow to ensure efficient, timely and accurate service responsibilities.
• Keep informed of industry information, new product information, coverage and technology to continuously improve knowledge and stay current.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
• Contact prospective clients and current clients as needed for information required to quote new lines of business.
• Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
  
  

Requirements

EDUCATION AND EXPERIENCE

• 3 years’ experience in commercial insurance, required
• 3-6 years of sales, marketing, or relationship management experience, preferred
• Property & Casualty license, required
  
  

Knowledge, Skills And Abilities

• Strong commitment to high quality service delivery.
• Ability to work independently.
• Ability to understand written and oral communication and interpret abstract information.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
• Full knowledge of insurance products, usage, and markets.
• Ability to carry out complex tasks with concrete and abstract variables.
• Ability to utilize computer systems and programs and understand functionality.
• Knowledge of insurance principles and procedures.
• Proficiency in Microsoft office.
• Time management, analytics, problem solving and decision making.
• Ability to participate in a team environment.
  
  

Summary

Reports to/Department

Manager of Commercial Lines Department

FLSA Job Classification

Exempt (Full-Time)

ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands And Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.

How To Apply

Qualified candidates please apply on our website

https://walshduffield.com/careers/

Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.