What You’ll Be Responsible For:

• Support multi-tier serviced accounts.
• Independently manage client relationships.
• Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests. 
• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration.  Prepare market, quote rates for new business. 
• Manage the onboarding process of new clients. 
• Manage the marketing process for prospect companies. 
• Prepare and review client communications and finalize for delivery.  
• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts. 
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.  
• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements. 
• Perform thorough contract reviews for clients. 
• Perform database file management and input information.  Accurately manage and maintain documents in agency management systems.   
• Provide training to Account Coordinators. 
• May manage Account Coordinators and Account Assistants. 
• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs) 
• Perform other duties and special projects as assigned. 

Qualifications:

• Minimum of 3 to 5 years of brokerage experience. 
• Property and Casualty insurance experience required. 
• Excellent communication skills: written, public speaking and presentation preparation. 
• Excellent telephone etiquette and customer service skills, professionalism and tact. 
• Advanced knowledge of Microsoft Office and its more complex features.   
• Ability to be resourceful, take initiative, solve problems and offer solutions. 
• Works well with others in a fast paced environment and be responsive to co-workers and colleagues.  Ability to train, delegate, provide oversight and give feedback.  
• Adaptability and flexibility to address issues and client needs. 
• Excellent time management skills. 
• Ability to learn and adopt and train use of technology systems and software applications. 
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines. 
• Ability to review internal/external deliverables to ensure accuracy. 
• Intermediate project planning and management. 
• Ability to forge relationships and build trust. 

Preferred Knowledge, Skills and Abilities:

• Property and Casualty experience preferred.

Required Certificates, Licenses, Registration:

• Property and Casualty Insurance license required.