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About the Role

To service new and existing Commercial Lines accounts, achieve sales goals and service standards, and secure account retention through marketing responsibilities.

Responsibilities

• Develop a full working knowledge of Commercial Lines procedures.
• Handle client requests for information, endorsements, forms, and rates.
• Review and analyze policies, endorsements, forms, and rates for accuracy.
• Oversee requests for endorsements, and control and preparation of binders, certificates, invoices, and automobile identification cards.
• Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate.
• Maintain account files, ensuring documents are placed in appropriate sections of the automated database.
• Order cancellations where requested or required.
• Assist in clearing unbilled items, account differences, and commission differences.
• Coordinate premium financing needs with the Accounting Department.
• Keep producers informed of real or potential problems.
• Correspond with markets and clients, accompanying producers on visits as requested.
• Market assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
• Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
• Maintain knowledge of approved rates by respective carriers and explain policy rating.
• Negotiate with company underwriters.
• Prepare complete and accurate submissions.
• Prepare and/or modify quotations when required.
• Maintain a suspense file for proper follow-up of outstanding quotation requests.
• Prepare policy orders to the successful carrier, binding and invoicing as appropriate.
• Check carrier issued policies for accuracy.
• Inform carrier and client of forthcoming corrections.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established in the Commercial Lines Procedure Manual.
• Pursue a program of personal and professional development.
• Perform all other duties as assigned.

Requirements

• High School degree or equivalent.
• Proficient knowledge in Microsoft Windows environment, including Word, Excel, Power Point, and Publisher.
• Ability to create, edit, and merge letters, spreadsheets, and labels.
• Valid Insurance Producer license in good standing or ability to obtain within 90 days of hire.
• Ability to perform each essential duty satisfactorily.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Manual dexterity, arm and upper body range of motion sufficient for keyboard and mouse use 7-8 hours per day.
• Vision sufficient for constant computer use.
• Ability to sit at a desk 7-8 hours per day.
• Hearing sufficient for in-person and telephone communication daily.

Skills

• Customer Focused
• Communicates Effectively
• Instills Trust
• Resilience
• Drives Results
• Drives Engagement
• Cultivates Innovation
• Attracts & Develops Talent
• Decision Quality
• Mentorship

Experience Level

• 1-2+ years of insurance experience, or a related field (preferred)

Education Level

• High School degree or equivalent
• College Degree in a business-related field (preferred)
• CPCU and/or CIC designation preferred

Salary/Compensations

• 38.00 - 39.00 Hourly

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts

About the Company

• Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
• The Power To Be Yourself

Equal Opportunity

• As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.