In-depth knowledge consisting of Property, Inland Marine, General Liability, Business Automobile Liability, Workers’ Compensation and Commercial Umbrella including knowledge of policy forms, terms/conditions.
Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace.
Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients.
Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business.
Identify appropriate carriers, submit applications for quotes, negotiate favorable rates including terms & conditions and prepare Insurance Proposals.
Stay current on industry news, products, coverage and technology.
Consistently maintain professional and appropriate demeanor.
Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.