SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Manages all client required services and maintains client relationship with no input from Producers;
• Manages large market book of business through direction of employees on service team;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Acts as direct point of contact for client from time of lead;
• Acts as the lead representative to an assigned book-of-business;
• Participates in team selling process including finalist interviews and RFP responses;
• Prepares and presents to client renewal analysis;
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
• Provides analysis and recommendations concerning client's existing coverages;
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
• Receives and responds to client inquiries including benefit and claim questions and issues;
• Reviews client coverage contracts and amendments for accuracy;
• Manages and negotiates third party vendor relationships and contracts on behalf of the client;
• Manages dedicated service team;
• Serves as technical expert, assisting department members to resolve complex issues;
• Creates new client sales opportunities;
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Ten (10) or more years related work experience
Valid insurance license; requires in depth knowledge of underwriting principles and market conditions;
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Excellent problem solving and time management skills
Ability to lead a team and to foster teamwork
Excellent planning, organizational and prioritization skills
Proficient in Microsoft Office Suite
#LI-LM1
