Job Summary:

We are working with a well known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client facing role.
• Experience working with Mid and Large Market Accounts.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submission.
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.
• Ability to work independently or as part of a team.
• Directly responsible for retention of all accounts assigned to the team.
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

Requirements:

• Must have an active 2-20 license
• Has at least 2-5+ years of account management experience
• Possess above average computer skills, become proficient in various needed programs, such as Applied Epic