General Description: Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.
Responsibilities:
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine the most appropriate carriers for market pricing.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Negotiate with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Represent client interests in internal USI account strategy meetings.
- Delegate administrative client tasks to assigned Account Representatives.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Occasional in-person attendance at face-to-face client meetings.
Knowledge, Skills and Abilities:
- 2-5 years experience in a Commercial Lines agency. College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Must hold or be willing to earn Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU preferred
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology and trends.
Respond to this ad:
USI Insurance
Lorna Triplett
lorna.triplett@usi.com
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By clicking “Submit”, you authorize Gold Coast Schools (“us”) to deliver, or cause to be delivered, to you at the phone number you provided above with telemarketing, promotional, informational, and transactional calls and/0r text messages using an automatic telephone dialing system or prerecorded/artificial voice. Message and data rates may apply. Text message and call frequency varies. You may opt-out of receiving texts at any time by replying “STOP”. You may opt out of receiving calls/texts by contacting us at info@goldcoastschools.com and letting us know you want to opt-out. Reply “HELP” to a text for assistance. Calls and texts may be recorded for quality and training purposes. Your consent is not required to purchase any goods or services from us.
By clicking “Submit”, you also agree to receive commercial, promotional, and transactional emails from us at the email address you provided above You can opt out of receiving future emails at any time using the unsubscribe link in our electronic messages or by contacting us at info@goldcoastschools.com and letting us know you want to opt-out. See our Terms and Conditions and Privacy Policy for more information.
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