Primary Role: Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:
Marketing and placement of CL new business and renewal accounts.
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 CISR or ACSR designation; currently enrolled in ARM, AU, or CPCU program.Two-year associate college degree required; four-year college degree preferred.
Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through firm.
Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, firm 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 developing complete submissions on new and renewal business and obtain quotes in conjunction with firm marketing procedures.
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Advisor.
Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to firm procedures and timelines.
Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with firm guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with firm guidelines.
Review all items to be processed, to insure items were received as ordered.
Prepare billing following firm’s credit and collections policies.
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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