Job description

SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES Packages and markets applications to various carriers to obtain quotes; Negotiates prices, commissions, and/or coverages with carriers; Reviews policies, identifies deficiencies and determines appropriate level of coverage; Manages renewal process for expiring policies; Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts; May participate in client meetings to review coverage; Gathers information for applications; Prepares presentations and proposals for clients; Researches requests for information from underwriters; Composes correspondence to insured and/or underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor; Prepares draft certificate templates for review and approval; Analyzes certificate requests and ensures clients needs are met; Inputs applications and creates letters, and other forms of correspondence; Binds insurance coverage and prepares insurance binders; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Four (4) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite #LI-KG1

Requirements

Must-haves

Packages and markets applications to various carriers to obtain quotes;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Manages renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
May participate in client meetings to review coverage;
Gathers information for applications;
Prepares presentations and proposals for clients;
Researches requests for information from underwriters;
Composes correspondence to insured and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
Prepares draft certificate templates for review and approval;
Analyzes certificate requests and ensures clients needs are met;
Inputs applications and creates letters, and other forms of correspondence;
Binds insurance coverage and prepares insurance binders;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium