SUMMARY

Acts as an agent of broker-assigned accounts, including servicing and/or solicitation activities. Manages a book of business and directs the work of a service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Receives and develops new business leads from Producers or identifies and develops cross-

sell opportunities;

•    Responsible for renewal business and soliciting additional lines of coverage;

•    Services accounts and provides claims assistance as needed;

•    Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations;

•    Binds coverage, prepares binders and delegates certificates;

•    Reviews coverage, identifies deficiencies and determines appropriate level of coverage;

•    Meets with clients as needed or directed by producer;
•    Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;

•    Serves as technical expert, assisting department members to resolve complex issues;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience

Eight (8) or more years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork Good planning, organizational and

prioritization skills Proficient in Microsoft Office Suite

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