Primary Role: Responsible for retention and comprehensive servicing on all assigned large Personal Lines renewal accounts, including but not limited to:
Marketing, negotiation, and placement of PL new business and renewal accounts.
Serve as a partner to clients in developing the appropriate insurance portfolio, including but not limited to: exposure analysis; and development and implementation of customized client risk management programs to maximize client financial results.
Achieve firm account retention goals through creative management of accounts, including proactive account rounding, up-selling of limits and coverages, as a result of exposure analysis.
Development and execution of service plans for selected accounts, including loss control and risk management as needed.
Responsible for coordinating new business submissions on assigned large PL accounts.
Serve as a resource to PL Account Managers.
Appropriate State license(s). Minimum 5 years’ insurance brokerage or equivalent experience. Completion of CISR or ACSR designation; and ARM, AU, CIC, or CRM designation.Currently enrolled in CPCU or other national level designation 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 a completely automated environment.
Thorough knowledge of risk assessment, loss control, and risk management techniques.
Excellent time management, organizational, technological, and verbal and written communication skills.
High degree of self-motivation and self-direction.
Participate in the production process by developing complete submissions on new and renewal business and obtain proposals in conjunction with firm marketing procedures.
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.These reviews may be in person and require travel.
Maintain control of automated client files, ensure proper documentation, and reduce the potential for E&O issues through expert use of automation and procedures, within established firm timelines.
Remain “on call” occasionally as necessary to answer clients’ questions via e-mail or phone as needed, to maintain the highest level of service.
Serve as a resource to all clients as needed, in addition to handling assigned accounts.
Participate in any special projects at management’s request.
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