What You’ll Be Responsible For:

• Learn our proprietary agency management system (Dash) and manage all workflows in the new and continually developing platform.
• Contribute product suggestions and feedback to the service and technology teams while working in Dash.
• Responsible for solely managing up to five (5) client customers.
• Supporting and partnering with Account Managers/Account Executives and providing service with direct and regular client contact for 60-90 clients.
• Prepare and review client communications and deliverables.
• Independently manage the endorsement process.
• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, loss runs and MVRs.
• Manage certificate of insurance process.
• Prepare, process and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including Dash, PandaDocs and Indio.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the pre-renewal and renewal wrap-up process for successful, timely execution.
• Assist in the preparation and distribution of client deliverables.
• Contribute to training of newer hires.
• Perform other duties and special projects as assigned.

Qualifications:

• Minimum of 2 years of brokerage experience.
• Minimum of 3 years in a comparable and/or relevant work environment.
• Solid communication skills: writing and presentation preparation.
• Excellent telephone etiquette and customer service.
• Ability to be resourceful, take initiative, and work independently to solve problems.
• Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
• Ability to review internal/external deliverables to ensure accuracy.
• Basic project management skills and systems knowledge.

Preferred Knowledge, Skills and Abilities:

• Commercial insurance experience preferred.
• Microsoft Office (Excel, Word, etc.) or Google equivalents.

Required Certificates, Licenses, Registration:

• Property and Casualty Insurance License (required or completed within 3 months of start date).