Job Description

• Ability to advise and consult with clients
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or round out personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Personal Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business

Requirements :

• 2 years of experience handling Personal Insurance Accounts
• Ability to meet / w clients and discuss insurance mitigation strategies
• Experienced w / TAM or equivalent agency management system
• Must hold an active state P&C License.
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.
• High School Diploma : Bachelor's Degree preferred but not required.

LI-KB1

Last updated : 2024-04-04