Key skills
Communication
About this role
Role Overview
- Develop marketing strategy for new and renewal business with Producer
- Obtain underwriting information directly from clients
- Advise clients on coverage changes and additions
- Educate clients on policy coverages, changes, exclusions, and needs
- Negotiate and secure quotes with Underwriters
- Maintain knowledge of commercial lines coverage and rating rules
- Understand carrier appetites and underwriting guidelines
- Use carrier websites for quoting and policy changes
- Prepare insurance summaries, schedules, quotes, and proposals
- Complete applications and documentation
- Bind coverage and confirm binder accuracy
- Verify policy and endorsement information
- Respond to client inquiries and report claims
- Issue Certificates of Insurance and Auto ID Cards
- Manage cancellations and ensure resolution
- Invoice and pursue prompt payments
- Maintain accurate electronic and client files
- Support Producers and agency goals
- Perform other duties as assigned
Requirements
- 5 years' experience in Commercial Lines with complex accounts
- Bilingual (English/Spanish)
- Strong written and verbal communication skills
- Team-oriented and customer service focused
- High attention to detail and ability to perform repetitive tasks
- Proficiency in Microsoft Word, Excel, and agency systems
- Valid 2-20 Florida insurance license
- Some college education preferred
- Experience with professional firms preferred
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