Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Provide prompt, accurate, and courteous service to clients, producers, and company personnel. Handle all tasks related to obtaining, maintaining, expanding, and servicing existing accounts in accordance with agency procedures and carrier guidelines. Support company growth by assisting with special projects and duties as directed.

Responsibilities

• Manage small to mid-size commercial lines accounts.
• Receive guidance and training on client servicing from Account Executive or Department Lead.
• Prepare company submissions for new and renewal business.
• Market and prepare proposals.
• Process all change requests.
• Review audits and policies for accuracy.
• Set up new account files in the account management system.
• Invoice agency bill transactions within 48 hours.
• Collect premiums.
• Notify producers of unpaid audits and request appropriate actions.
• Review renewals with producers 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations, following up on notices.
• Respond to carrier memos and process necessary updates.
• Process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds.
• Collaborate with producers to evaluate exposure, negotiate, and interpret coverage.
• Review coverage with clients.
• Evaluate and recommend additional coverage based on client needs.
• Quote and propose coverage as appropriate.
• Keep producers fully informed of all important account activities.
• Review monthly reports including Aged Receivable, renewal/expirations, and Suspense reports.
• Service clients to avoid potential exposure to E&O claims.
• Alert management to incidents requiring assistance or approval.
• Respond to phone calls and emails within 24 hours.
• Process client requests within 24 hours.
• Maintain current, consistent, and detailed documentation on all client activity in the account management system.
• Utilize the account management system's suspense system for timely follow-up on outstanding items.
• Prioritize workload and request assistance to reduce backlog.
• Participate in special projects and other duties as needed.
• Stay current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Requirements

• High school diploma or equivalent.
• Active DOI P&C License.
• Knowledge of AMS360 agency management system.
• Good listening skills.
• Attention to detail.
• Positive attitude.
• Knowledge of commercial insurance and products.
• P & C License in NY.

Skills

• AMS360 agency management system
• Listening skills
• Attention to detail
• Positive attitude
• Commercial insurance and products knowledge

Location

• Amityville, NY 11701
• Hybrid
• Remote (EST)

Work Type

• Onsite
• Hybrid
• Remote

Experience Level

• Experienced

Education Level

• High school diploma or equivalent
• College degree preferred

Salary/Compensations

• Base + Commission: $50,000 - $80,000 annually

Benefits

• Generous benefit package
• 401k with match
• Access to wellness programs
• Award-winning company culture

About the Company

• The Liberty Company Insurance Brokers partners with The Budde Agency in Amityville, NY.
• Possesses 80 years of industry experience.
• A dynamic group dedicated to community service.
• Promotes peace of mind for all, fostering a safe space for authentic self-expression.
• Values integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun.
• Empowers its team with tools and knowledge to spread positive energy and kindness.

Equal Opportunity

• Committed to diversity and inclusion, irrespective of age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity.
• Considers qualified applicants with arrest or conviction records for employment.
• Requires applicants for licensed positions to meet state licensing requirements, not be disqualified or barred from licensure, and not be prohibited from conducting insurance business under Title 18 U.S. Code, §§1033 and 1034.