Position Overview
This position supports the Account Executive with responsibilities related to client management and retention.
Primary Responsibilities
- Assist Account Executive in managing a book of Commercial Lines Property & Casualty Insurance business, ensuring all required tasks are completed accurately and on-time
- Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
- Support in handling renewals, service requests, claims, billing and new policies
- Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
- Review all applications, policies, endorsements and audits for accuracy
- Complete loss / claim analysis and summaries
- Coordinate expiration list with department manager to obtain renewal business information
Qualifications
- Two years minimum Commercial Lines Account Management or support experience required
- Property & Casualty License required, or agreement to obtain within 3-6 months of employment
- Valid driver’s license and insurance, required
- Applied / EPIC or similar agency management software experience preferred
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
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