What You’ll Be Responsible For:
- Independently manage onboarding of new clients and client relationships.
- Act as first and primary client point of contact during the onboarding process.
- Provide day-to-day service by responding to client questions and requests through the onboarding process.
- 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 mentoring and training as appropriate to Account Coordinators.
- May manage Account Coordinators and Account Assistants.
- Perform other duties and special projects as assigned.
Qualifications:
- Excellent communication skills: written, public speaking and presentation preparation.
- Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
- Advanced knowledge of Microsoft Office and its complex features.
- Ability to be resourceful, take initiative, solve problems, create solutions, and direct process improvements.
- 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 proactively anticipate and address issues and client needs.
- Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.
- Ability to learn, 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:
- Minimum of 3 to 5 years of brokerage experience.
- Property and Casualty insurance experience required.
Required Certificates, Licenses, Registration:
- Property and Casualty Insurance license required.