• Form and maintain relationships with an assigned book of business
• Serve as communication between clients, carriers and advisors
• Providing exceptional insurance knowledge and support to clients
• Develop holistic considerations for retaining each client and their account
• Quoting and writing new business opportunities
• Process applications, endorsements, new lines of business and renewals
• Discover and execute additional client touchpoints and services
• Consistently underwrite and verify optimal coverage needs
• Claims management and client advocacy
• Prepare and request proposals for new and renewing clients

Skills: Client Relationship Management, Communication Coordination, Insurance Expertise, Holistic Client Retention, Business Quoting and Writing, Application and Policy Processing, Client Touchpoint Discovery, Claims Management and Advocacy

• Provide the highest level of support in obtaining, maintaining, servicing and expanding Commercial accounts
• Maintain all client activity in the agency management systems
• Meet with the producer to develop a service plan for key accounts
• Process, maintain, and prepare new and renewal accounts for marketing, placement, and delivery to producers and clients
• Remarket current accounts based on expiration lists, assist the Marketing Department
• Promptly respond to customers’ questions and/or requests for assistance, resolve problems
• Explain coverage, counsel the customer for the best insurance program
• Maintain up-to-date records of communication with clients.
• Work closely with producers to market, negotiate, prepare, and analyze renewal options.
• Input all required information into Epic

Skills: Client Relationship Management, Agency Management Systems Proficiency, Service Plan Development, Account Processing and Marketing, Customer Support and Problem Resolution, Insurance Program Counseling, Record Keeping and Documentation, Collaboration and Negotiation

• Modify, update, and process existing policies and claims to reflect any changes
• Use company websites to rate accounts
• Maintain current designations while working towards additional designations
• Meet with carrier/broker representatives
• Prepare renewal submissions for marketing including supplementals, narratives, and large loss details
• Prepare quotes (proposals/summaries) for renewal and new business on time
• Negotiate favorable pricing, and terms, and limit any exclusions
• Resolve issues involving coverage, claims and billing
• Review and invoice policies upon receipt
• Follow up on miscellaneous suspense items.

Skills: Policy Management and Updates, Account Rating, Professional Development, Carrier and Broker Liaison, Renewal and Submission Preparation, Quote Preparation, Negotiation, Issue Resolution and Billing

• Serve as the primary point of contact for Commercial Lines client servicing needs, including processing, review and timely delivery of policy documents, coverage review and analysis and managing client billing items, inquiries and premium allocations.
• Client assignments and book of business may include non-traditional insurance programs such as large deductibles, and retroactive and layered property.
• Draft renewal submissions, proposals, coverage analysis and other presentation documents for assigned client portfolios.
• Negotiate renewal coverage and pricing with appointed carriers and brokers.
• Review and analyze client contracts and bid specifications to ensure adequate limits and coverage are in place.
• Maintain and document client files in the agency management system to support internal document management and quality control procedures.
• Establish and maintain relationships with internal and external customers to ensure quality service and customer satisfaction.
• Work with Account Executives and Producers to evaluate new business opportunities with prospects and clients, and assist in onboarding new clients and/or policies.
• Adhere to applicable Agency procedures, workflows and servicing timelines.
• Responsibilities may include management of staff, some off-site travel and client-facing interactions.

Skills: Client Servicing and Relationship Management, Policy and Coverage Analysis, Contract and Bid Specification Review, Document Management, Business Development and Onboarding, Internal and External Communication, Adherence to Agency Procedures, Leadership and Travel Readiness

• Manages client renewal process including exposure analysis, marketing submission preparation, carrier negotiations, creation and execution of proposals, all updating of the agency management system, billing/accounting, policy review and summary.
• Maintain client activities in Epic with timely closure of completed items.
• Use various online rating programs to make policy changes and obtain quotes.
• Provide consistent, accurate, timely, and pertinent communication to clients through phone calls, e-mails, etc.
• Respond to client inquiries/issues within the established timelines.
• Manage day-to-day issues for clients e.g. Cert requests, and change endorsements.
• Resolve any service or claims issues/questions.
• Assist in the design of insurance plans for clients.
• Maintain functional expertise with all tools and programs provided to enhance productivity
• Attend training and continuing education classes
• Assist clients in making appropriate coverage changes via endorsements or revisions

Skills: Client Renewal Management, Agency Management System, Policy and Quote Management, Effective Communication, Issue Resolution, Insurance Plan Design, Functional Expertise with Tools, Client Service Management

• Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
• Working experience with EPIC agency software
• Experience in a commercial insurance environment
• Strong customer resolution skills
• Proficiency in Microsoft Office suite
• Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
• Must have excellent technical/analytical/mathematical/communication skills 
• The ability to rate, process quotes and create proposals
• Capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes
• Have an Active P&C license 

Qualifications: BA in Risk Management and Insurance with 4 years of Experience

• Experience with commercial property and casualty account management.
• Effective time management skills to prioritize workflow and manage priorities.
• Ability to influence outcomes through professional, tactful negotiation and persuasion.
• Strong analytical and problem-solving skills.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Current insurance license or the ability to obtain a license - ARM, CRM, or CPCU certification
• Working knowledge of MS Word, Excel, and Outlook.
• Ability to work in a team environment with minimal oversight 
• Strong background in and ability to use Applied TAM agency management systems effectively
• Have an active P&C License

Qualifications: BA in Economics with 2 years of Experience

• Current Texas Property and Casualty license, Ohio Property and Casualty License
• Prior commercial insurance experience
• Proven industry-related work experience 
• Must hold P&C licensure
• Support role working experience
• Must communicate professionally, both orally and written.
• Ability to build and maintain client relationships.
• Ability to work independently, be self-motivated, and meet timed deadlines.
• Ability to follow processes and procedures set forth by the agency.
• Willingness to pursue a program for professional development

Qualifications: BA in Accounting with 3 years of Experience

• Have a Requisite Property & Casualty insurance license
• Experience working with commercial clients in property and casualty insurance
• Experience quoting and working with multiple carriers
• Working experience with EPIC agency software
• Strong communications skills
• Must maintain a high level of ethics
• Intermediate to advanced-level proficiency with Microsoft Office
• Ability to learn agency management software.
• Ability to work with internal and external clients at all levels.
• High level of organizational skills.
• The ability to rate, process quotes and create proposals
• Strong attention to detail and the ability to work with a high degree of accuracy.

Qualifications: BA in Finance with 5 years of Experience

• Commercial Property and Casualty Insurance experience
• Experience working in Applied Systems (Epic)
• A current P&C license, or the ability to obtain one within 90 days is required
• Have CISR and/or CIC designations
• Must be organized, able to prioritize multiple tasks simultaneously, and must excel at building rapport with customers and other team members
• Effective Communicator at all levels
• Proficiency in Microsoft Word, Excel, and Office
• Ability to work in a fast-paced, technology-driven paperless environment
• Strong written and verbal skills
• Excels at self-managing and prioritizing, and in a team environment

Qualifications: BA in Business Administration with 4 years of Experience