About this role
Role Overview
- Respond to client inquiries and maintain documentation of communications, existing issues, and resolutions
- Gather and compile exposure information from clients for renewal and new business opportunities
- Conduct all marketing efforts and placement of client renewals
- Negotiate quoted terms and conditions on behalf of clients
- Prepare marketing and informational materials for client presentations and meetings
- Meet with clients in conjunction with the Producer according to standardized client meeting schedules
Requirements
- Excellent computer skills and customer service skills
- Working knowledge of the changing carrier landscape including new entrants into the marketplace and cutting-edge products and solutions
- EPIC system proficiency
- Must hold a 2-20 license
- 5+ years of commercial lines insurance agency experience servicing commercial risks
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)
- Flexible Spending Account (FSA)
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage