Base : $60K to 75K depending on experience plus bonus

Responsible for assisting Producers and Account Managers in maintaining and strengthening relationships with clients. Support Account Manager activities to ensure the retention of quality business and superior customer service.

Responsibilities

• Issue certificates of insurance as well as endorsements
• Ordering, pulling loss-runs
• Develops, maintains, and strengthens strong working relationships with clients, underwriters, and carrier representatives.
• Fields and responds promptly to inquiries from client, carriers, Producers, attorneys, and accountants.
• Support ownership of customer concerns and feedback until the resolution is successfully accomplished.
• Attends pre-renewal meetings and discusses renewal exposures and strategy with clients.
• Assist in the new & renewal activities from start through close.
• Assist in preparing proposals, application, and other necessary policy records in coordination with Producers.
• Prepares summaries of insurance, schedules and proposals needed for account review.
• On-line quoting; verifies accuracy and facilitates corrections, as needed between client and carrier.
• Assist with pre-audit analysis and meets with client and carrier personnel at audits and inspections.

Required Skills

• P&C license required
• EPIC agency Mgt experience is A
• BA or BS or relevant industry experience
• Proficient in Microsoft Office
• Ability to work collaboratively

Last updated : 2024-05-16