Job Description

Provide technical support to internal clients as it relates to placing and servicing of Commercial Insurance and Personal Insurance coverage for clients, inclusive of:

• liaison to optimize the quality of service and customer satisfaction.
• Disseminate the appropriate needs of the client as it relates to Commercial Lines Insurance
• Facilitate requests and needs of Carriers on behalf of clients
• Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, and Workers Compensation

JOB INPUTS:
Under the supervision of an Account Executive, Account Manager II, or Direct Supervisor

• Obtain Claims data, evaluate for trends, and create loss summaries
• Follow up on claim assignments with insurers as required
• Generate Acord applications as requested
• Issue confirmation of coverage and other insurance documents as required.
• Execute routine policy changes with insurers
• Bill policies according to the billing worksheet
• Follow up on the timely issuance of Insurance policies and Audits
• Review policies, endorsements, & Audits for accuracy
• Prepare renewal kits, proposals, and quarterly review presentations as required
• Update the Operating Platform with underwriting data
• Collaborate with Account Executives in assembling Marketing Submissions.
• Issue renewal certificates, automobile identification cards, and confirmation of coverage letters.
• Assist with determining the eligibility of drivers
• Document management
• Projects as assigned

Education and/or Training:

• Bachelors degree or equivalent work experience preferred
• Proficient in the use of various desktop tools, including MS Office Programs (i.e., Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint, etc.)

Relevant Work Experience:

• 1-3plus years of Account Management work in a Commercial Brokerage environment. Preferred candidate's previous job duties may include with job duties such as Claim Data analytics, assisting with preparing client documents, checking documents for accuracy, application and proposal generation.
• A history of working in a team environment is a plus
• Previous exposure to Property and Casualty terms and/or concepts is preferred
• Ability to read and interpret Contractual language and/or financial statements is preferred

Planning / Organizing / Managerial Knowledge:

• Demonstrates acceptable math, organization, critical thinking, and problem-solving skills
• Proactive, organized approach to multitasking and prioritization
• Effectively manages time and consistently meets deadlines
• Able to break down problems and analyze for possible solutions.
• Ability to grow and understand the key business drivers; uses this knowledge in own work. Expands fundamental knowledge in one's own function and broadens skills
• Decisions are guided by policies and procedures; receives moderate guidance and oversight from the manager
• Demonstrates attention to detail and commitment to doing quality work
• Adjusts quickly to new or changing assignments, processes, and people
• Displays professionalism and remains composed when faced with challenges
• Learns from experience; modifies behavior to be more effective
• Recognizes ones own strengths and opportunities for growth
• Looks to improve efficiency and accomplish objectives within one's own area of responsibility

Communicating & Influencing Skills:

• Developing knowledge of negotiation strategies
• Developing analytical and problem-solving skills
• Able to interact comfortably electronically with business colleagues and follow up on requests to insurance underwriters
• Ability to articulate complex items in a clear and concise manner
• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers
• Responds to non-standard requests; investigates with assistance from others as needed
• Strong research and presentation skills
• Individuals must be goal-driven, self-motivated, and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
• A demonstrated ability to develop genuine relationships with fellow team members.
• Dedicated to delivering exceptional customer care to all prospects and clients of the business.
• Good written and verbal communication skills
• Demonstrates consistency between words and actions
• Consistently earns trust, loyalty, and respect from others
• Identifies and removes barriers to effective teamwork
• Listens openly and carefully to others ideas and suggestions; respects opposing points of view

Skills Required