Position Summary
- Performs specialist service support in accordance with applicable state insurance regulations for commercial lines insurance as determined by the agency. Displays a strong working knowledge of commercial lines insurance products. Responsible for servicing of accounts to include processing and maintaining appropriate records. Assists producing Agents in reviewing pricing and proactively solicit new and renewal business. Performs according to best practices standards.
Essential Duties and Responsibilities
- Creates signature service interactions with clients by responding in a timely manner to inquiries and listening for additional opportunities to address their coverage needs.
- Proactively owns and manages assigned book of business.
- Supports Producers in addressing client questions and/or concerns.
- Utilizes strong knowledge of commercial lines coverage to review and proactively process renewals and upgrade coverage levels. Ability to interpret complex contract verbiage into relatable data points.
- Effectively processes all endorsement requests, cancellations, billing inquires, and day to day service-related issues in a timely manner, adhering to best practices standards and communicating such process to the client, as necessary.
- Solicit and/or cross sell additional coverage required to effectively round out the account.
- Provide policy and exposure analysis and/or assessment to determine appropriate coverage options to ensure client is adequately insured.
- Address complex coverage issues in a creative solution motivated manner.
- Maintain organizational efficiency through continual business process improvement.
- Ensure client data integrity through accurate data entry, file maintenance and professional business communication.
- Assists Property & Casualty team proactively and assists with a variety of administrative duties.
- Initiates action to help the team achieve organizational goals in production and client satisfaction.
- Be a self-starter and willing to take ownership of day-to-day service issues related to assigned book of business.
- Maintains professional development and certification through active learning opportunities.
- Expand professional development to keep abreast of changes in the insurance industry as a whole.
- Network with other insurance professionals to maintain competitive market intelligence.
- Research changes on insurance company underwriting guidelines, products and policy conditions that may affect the member s business operations.
- Stays abreast of changes within the industry relating to services and procedures.
- Participates and attends community relations activities per business needs.
Essential Knowledge, Skills, & Abilities:
- Must have a valid Property & Casualty license.
- Requires 10+ years of Commercial Lines insurance experience.
- Requires at least 10 years of servicing clients.
- Must have a deep knowledge of the insurance space and how the industry works.
- Must have the ability to manage multiple seven-figure accounts.
- Must have the ability to sell.
- Must have a proven record of success.