Primary Role: Provide day-to-day maintenance and servicing of Benefits accounts, including but not limited to:
Marketing and placement of renewal accounts as appropriate.
Maintaining a high level of client service and satisfaction.
Achieving firm account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service.
Appropriate State license(s). Minimum 3 years’ insurance brokerage or equivalent experience.Completion of RHU or REBC designation preferred.Two-year associate college degree required; four-year college degree preferred.
Extensive knowledge of all lines of Benefits insurance, including sophisticated and less common coverages, especially those products represented through agency.
Thorough knowledge of brokerage operations including claims handling, procedures, benefits rating, agency management system, and applicable insurance laws/codes.
Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems.
Familiarity with risk assessment and risk management techniques.
Excellent time management, organizational and verbal and written communication skills.
High degree of self-motivation and self-direction.
Support Advisors’ sales efforts by handling accounts once bound.
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.
Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to procedures and within timelines.
Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with firm guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills.Maintain current knowledge of underwriting requirements of carriers.Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.
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