Primary/ Essential Duties:

• Marketing of new and renewal policy submissions which may include underwriting and rating with alternate carrier channels.
• Negotiate terms and conditions which may include pricing, coverages, deductibles and exclusions.
• Solicit and market additional lines of coverage.
• Review insurance applications and quotes for accuracy/completeness.
• Provide service for existing accounts, surplus lines compliance, and/or obtaining necessary account information for underwriting purposes.
• Service client files as account manager for: submission files, policy and endorsement issuance, invoicing policy delivery, and verify audits are completed.
• Follow established quality control guidelines.
• Meet licensing requirements.
• Communicate while building key relationships with retail agents and carriers while supporting the Team Leader (Production UW).

Qualifications:

• Holds an active state insurance license 2-20 or 4-40 license.
• Two to Three Years of Commercial Lines Insurance experience
• Insurance Carrier rating experience (preferred)
• Supportive of the Sales & Production process
• Proficiency in Word & Excel
• Attention to Detail
• Effectively prioritize Job Duties in a deadline driven environment.
• Self-Motivated with ability to thrive in a production focused Team Environment
• Goal Oriented
• Committed to excellent customer service