Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts.

JOB RESPONSIBILITIES & RESPONSIBILITIES

• Supports in developing new business opportunities for existing clients and prospects
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Account Manager (AM), Account Executive (AE) and Producer
• Assist AM/AE in analyzing and comparing current exposures and develop renewal or new business specifications for marketing
• Assist AM/AE with marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals for AM/AE
• Finalizes proposals and presentations for AM/AE
• Binds insurance coverage and prepares binders and/or delegate certificates issuance
• Reviews policies for accuracy and review contracts
• Prepares summaries and/or schedules of coverage for clients
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
• Participates in the claims process as directed by management, including claim submission and follow-up
• Provides technical guidance to staff assisting with client needs or procedural issues
• Notifies producers of pertinent information related to client retention
• Engages in optimal and appropriate usage of applicable agency management system
• Other duties as assigned

• 2-3 years related work experience
• Valid P&C insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete career growth objectives as communicated by supervisor