Provides excellent customer service by servicing a book of business and recommends potential enhancements and improvements to processes, products and/or policies.
Ability to multitask in a high call volume environment.
Responsible for renewing, servicing and retaining client business by selecting new markets for submission and requesting quotes.
Gather competitive intelligence and relay to internal parties as requested.
Identify and pursue cross selling opportunities on existing accounts.
Responsible for completing routine service requests in a timely manner such as: certificates of Insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
Responsible for gathering renewal information by contacting client for updated exposure information; obtaining missing information per underwriting, program and company guidelines.
Responsible for training junior-level staff by teaching the market and industry trends and how to position ourselves to bind business.
Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
Protects the confidentiality of information learned by performing the duties of the position.
Other duties as assigned to meet business needs
EDUCATION/EXPERIENCE
Bachelor’s degree preferred or equivalent education and/or experience in insurance.
A minimum of 2 years of Working knowledge of commercial property/casualty coverages.
A minimum of 2 years of client services experience within and the brokerage industry.
Current P&C insurance license.
Understanding of commercial rating concepts.
Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
Proficient in Microsoft Office software.
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
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