In this role, the selected candidate will assist in producing new accounts and retaining existing ones, ensuring prompt, high-quality service to support Producer activities. Key responsibilities include gathering information and risk management recommendations sixty days prior to account renewals, delivering renewals or binders within five days of receipt, conducting periodic service calls, and reviewing existing accounts to identify cross-selling opportunities.Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts as needed, within five days of receipt.Perform special projects at the request of designated clients after management approval. Complete binders and/or policy or endorsement requests within three days of date quoted to client.Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.Complete changes/requests within 24 hours of receipt. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.
1-4 years
Must be an assertive self-starter with the ability to influence others. Prior successful demonstration of effective presentation skills through both verbal and written communication methods.
Conduct periodic service calls via phone or in person for designated accounts.Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions claims.Review renewals to determine if non-standard policies can be rewritten in a standard program.Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secure and submit all required renewal underwriting information.
Associate
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