Key skills
C
About this role
Role Overview
- Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
- Review exposures and current insurance program for assigned clients
- Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
- Work with producers with the development and decisions about plans of action and coverages for new accounts
- Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
- Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
- Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer
- Complete account reviews
Requirements
- 3-5 years of prior insurance industry experience preferred
- High school diploma or the recognized equivalent, required
- Maintain P&C License, required
- Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage