Job description

SUMMARY Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepares exposure workbook and applications for client pre renewals. Assists Service team in reviewing and comparing quotes for Proposals. Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals. Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies. 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. 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. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs 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 skills and time management skills Ability to work within a team and to foster teamwork Ability to work independently on assigned tasks Proficient in Microsoft Office Suite #LI-CP1

Requirements

Must-haves

Prepares exposure workbook and applications for client pre renewals.
Assists Service team in reviewing and comparing quotes for Proposals.
Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
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.
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.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs 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
Good problem solving skills and time management skills
Ability to work within a team and to foster teamwork

Nice-to-haves

None flagged.

Application prep

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

Platform: dayforce
Effort: medium