Job Description

• Manage the renewal process for assigned accounts, including marketing (as needed) and placement.
• Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients.
• Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures.
• Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Create/prepare effective proposals for producers to use for renewal/new business. When needed, accompany producers when making proposals.
• Prepare binders, invoices, and other documentation, as needed. Secure Premium Finance agreements and Surplus Lines Affidavits as required.
• Issue new and renewal certificates of insurance and EPIs.
• Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs.
• Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.).
• Monitor carrier solvency on a regular basis using A.M. Best guide.
• Assist fellow employees with coverage and service issues where expertise may benefit them.

• Four-year college degree or equivalent work experience.
• Five-year property/casualty insurance work experience.
• Knowledge of property/casualty coverages.
• Good interpersonal skills, customer focus, and the ability to work as part of a team.
• Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
• Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred).
• The ability to effectively communicate both orally and in writing.
• Ability to travel up to 10%.

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