Position requires the ability to assume full responsibility for coordination and administering book of business under the minimum supervision. Effectively communicate all aspects of the clients account and service requirements and developments with Executive Management and Market facilities and other team members as require. Provide general supervision, coordination and instruction to Account Manager and/or Account Assistant.
Essential Job Functions:
Coordinate, train, supervise, review, and monitor all technical support and servicing of client accounts in the processing of new business acquisitions, account maintenance renewal procedures, marketing collections and billings.
Monitor claims experience, legislative compliance and current client business activities.
Provide quality professional service to client in all aspects and phases of existing insurance accounts in coordination with or in the absence of Executive Management.
Provide comprehensive marketing of accounts and develop market strategy as required.
Monitor expiration lists and initiate renewal process.
Develop, coordinate and pull together client and insurance company renewal presentations and new account placement from start to finish without direct supervision.
Provide accurate information to underwriters and respond to client requests.
Authorized to bind coverage’s in accordance with carrier agreements and company policies and procedures.
Present oral and written presentations to clients and prospects
Assists other members of account team to enhance client development and in sales and marketing of new and renewal business.
Ability to perform all tasks assigned to an Account Assistant or Account Manager in the day-to-day servicing and maintenance of book of business in a timely, accurate and professional manner.
Licensed and authorized to bind coverage’s in accordance with carriers’ agreements and company policy.
Maintain current licensing status; keep informed on current insurance markets, market trends legislative requirements and industry changes.
Continues other phases of industry education through additional insurance educational designation courses.
Job Requirements:
Property and Casualty license. Industry Designation such as: CPCU, CIC etc. preferred.
Bachelor’s Degree or education and training equivalent of four (4) years of college education in Business, Liberal Arts or related field.
Minimum five (5) years of Commercial insurance experience.
