Works with their Producer, service team, and other internal departments to plan, execute, and track customized service strategies for each client
Handles insurance quotes and proposals, providing a summary of programs, options, and other specifics to help clients in making purchasing decisions
Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings
Analyzes risk, coverage, and program structure and recommends options
Executes coverage and program changes
Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
Works with service team to effectively manage and oversee new business and renewal processes by following ARMR procedures and protocols
Assembles submissions for underwriters based on information gathered from clients related to their exposures, lines of coverage needed, etc.
Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
Consistently follows ARMR procedures and protocols related to service
Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
Requirements
4+ years of Insurance account management experience in the Excess & Surplus Insurance space
Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat
Adaptable to new computer functions and processes
Works well in high-demand and fast-paced environment
Able to work independently as well as work cooperatively in a team environment
Experience and knowledge of environmental insurance a plus.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance