Manage a book of Commercial Property & Casualty Insurance business
Assist to ensure all new and renewal insurance policy tasks are processed accurately and within required timeframes by tracking policy expirations for existing clients
Works proactively to ensure appropriate actions are taken to facilitate renewals
Provides support to Account Executive or Producer in the new business and renewal business workflows including but not limited to: o Client research and gathering complete underwriting information.
Conducting Loss Run Analysis.
Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required.
Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or King Insurance Partners.
Review all policies, identifying and notifying Account Executive or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier.
Growing client loyalty by building positive relationships and providing high levels of advocacy, world-class service, and professional communication.
Ability and willingness to continually grow your insurance expertise, management/leadership skills, and followership skills.
All other duties as assigned.
Requirements
An active P&C license
2 – 5 years of commercial lines experience
PC Proficiency, including MS Office: Outlook, Word, Excel