Job Summary: 

• Assist producers and teammates in the development of new accounts.
• Gather application information, drivers list, vehicle list, loss runs, narrative, and submit to appropriate markets.
• Prepare proposals from information provided by producer, marketer and carrier quotes.
• Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
• Prepare binders, fee agreements, finance agreements, and invoices.
• Check new business policies for accuracy against applications and proposal.
• Ensure policies are issued per agency standards.
• Assist in monitoring renewal deadlines for assigned accounts.
• Review renewals with the producer per agency standard.
• Complete renewal applications utilizing agency management systems and verify the accuracy of information.
• Submit applications to markets for quotes based on agency standards, producer and client requests.
• Obtain additional information needed by carriers to provide quotes.

Skills on Resume: 

• Account Management (Soft Skills)
• Application Processing (Hard Skills)
• Proposal Preparation (Hard Skills)
• Coverage Binding (Hard Skills)
• Document Preparation (Hard Skills)
• Policy Verification (Hard Skills)
• Renewal Monitoring (Hard Skills)
• Application Submission (Hard Skills)

Job Summary: 

• Bind coverage per agency binding authority with various carriers or with prior approval from E&S markets.
• Check renewal policies for accuracy against expiring terms.
• Contact assigned book of business annually.
• Answer telephone and provide basic customer service including information on billing, coverage, audits, and change requests.
• Submit requested information to carriers.
• Prepare bills for midterm transactions issued by carriers and follow up to ensure payment
• Verify all premium invoices, including policies and binders.
• Assist production unit in special projects related to sales and/or servicing.
• Update agency management system with all necessary database changes and utilize this system to produce change requests and suspense items following department timeframes.
• Data entry, including endorsements, certificates and basic client information from producer or customer.
• Prepare letters of explanation to the insured to accompany policy documentation.
• Follow up on late payments from customers and cancelation notices from finance companies.

Skills on Resume: 

• Policy Binding and Coverage Verification (Hard Skills)
• Customer Service (Soft Skills)
• Data Entry and Management (Hard Skills)
• Billing and Payment Processing (Hard Skills)
• Communication Skills (Soft Skills)
• Special Project Assistance (Soft Skills)
• Renewal Policy Checks (Hard Skills)
• Follow-Up and Collection (Hard Skills)

Job Summary: 

• Provide clients with an existing book of business with prompt, courteous and professional service
• Prepare client renewal & re-marketing packages, policies, submissions, binders, letters & invoices
• Effectively balance demands & priorities to ensure all job functions are met daily without delay
• Review policy documentation for accuracy and completeness, ensure effective workflow management
• Analyze client coverage, exposures and loss experience to determine risk requirements
• Contribute to retention and new business goals, identify cross-selling & upselling opportunities
• Resolve client concerns and complaints while ensuring that excellent service standards are met
• Back-up to front-desk duties such as greeting clients, answering phone calls & taking payments 
• Work closely with producers, clients, underwriters, and carriers
• Ensure that group policy meets all legal, regulatory and compliance requirements

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Administrative Proficiency (Hard Skills)
• Time Management (Soft Skills)
• Document Accuracy (Hard Skills)
• Risk Analysis (Hard Skills)
• Sales and Business Development (Soft Skills)
• Customer Service Excellence (Soft Skills)
• Front Desk and Administrative Support (Soft Skills)

Job Summary: 

• Prepare and process all requests for certificates of insurance, endorsements, and auto identification cards.
• Request endorsements and policy changes from the insurance company.
• Handle the administrative and technical functions necessary to serve assigned clients.
• Rate and complete endorsement, cancellation, and additional or return premiums 
• Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client/prospects' understanding of coverage.
• Keep Producer fully informed of important activities on their accounts.
• Prepare Premium/Loss Analysis and Modification Analysis
• Determine appropriate marketing strategy for placement of business
• Process new business and renewal applications, endorsements, certificates, cancellations, audits, and proposals
• Obtain quotes, create and deliver proposal documents
• Research unique coverage situations and new coverage in the industry

Skills on Resume: 

• Insurance Documentation Management (Hard Skills)
• Policy Administration (Hard Skills)
• Technical Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Account Management (Soft Skills)
• Marketing Strategy Development (Hard Skills)
• Proposal Creation (Hard Skills)
• Research and Industry Knowledge (Hard Skills)

Job Summary: 

• Assist Producers by handling the marketing of new and renewal business submissions
• Prepare applications, surveys and other documents for submission, and selection of markets
• Negotiate with underwriters, and prepare endorsements
• Prepare proposals, process policies and review issued policies for accuracy
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Service client accounts by inputting and updating policy details
• Maintain new and renewal client files
• Process certificates, driver changes and policy changes in a timely fashion
• Ensure compliance with system documentation, insurance operations, and profit center procedures
• Consistently demonstrate a positive attitude while working in a team environment

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Document Preparation and Submission (Hard Skills)
• Negotiation Skills (Soft Skills)
• Accuracy and Attention to Detail (Hard Skills)
• Policy and Proposal Management (Hard Skills)
• Compliance and Procedure Adherence (Hard Skills)
• Team Collaboration (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Provide service to existing clients including but not limited to issuing certificates, policies, endorsements, and other related items.
• Support sales process in filling out accounts and marketing accounts out to carriers for both new business and renewals.
• Conduct policy reviews to ensure proper coverage, account retention, and policy rounding opportunities
• Generate new business leads for the department and agency. Assist clients with payments and pending cancellations.
• Address client questions/concerns regarding topics including billing issues, policy changes, keeping policies active, etc.
• Communicate directly with clients, banks/mortgages, and insurance company reps.
• Keep accurate and detailed records in the management system and related tools (email, excel, word).
• Meet weekly with the Commercial Team to discuss the status of renewals
• Execute the Commercial Leadership Team’s strategies relating to assigned clients
• Market and deliver renewals for assigned clients
• Foster relationships with renewal carriers

Skills on Resume: 

• Client Service Management (Soft Skills)
• Sales Support and Account Management (Hard Skills)
• Policy Review and Optimization (Hard Skills)
• Communication and Relationship Building (Soft Skills)
• Record Keeping and Documentation (Hard Skills)
• Team Collaboration (Soft Skills)
• Marketing and Renewal Management (Hard Skills)
• Strategic Execution (Hard Skills)

Job Summary: 

• Quote clients within company authority limits
• Review/Renew coverage of existing accounts.
• Communicate with insureds/customers to research and resolve issues
• Complete and submit change requests correctly
• Provide updates and status information regarding account activity
• Maintain accurate customer documentation in the database
• Generate binders, certificates of insurance, and schedules of insurance
• Help clients understand insurance policies/coverages and determine their individual service needs
• Advocate for clients during the claims process
• Be familiar with and follow agency Errors & Omissions guidelines to protect the agency from claims

Skills on Resume: 

• Client Quotation and Coverage Review (Hard Skills)
• Customer Communication (Soft Skills)
• Change Request Management (Hard Skills)
• Account Activity Updates (Hard Skills)
• Documentation Accuracy (Hard Skills)
• Policy and Coverage Education (Soft Skills)
• Claims Advocacy (Soft Skills)
• Errors & Omissions Guidelines (Hard Skills)

Job Summary: 

• Maintain high retention on existing accounts
• Act as one of the primary points of contact, to maintain client and carrier relationships
• Maintain excellent communication with clients, carriers, and internal team
• Collaborate with the Producer and Account Assistant to provide an exceptional client experience
• Review the policy expiration list 90-120 days before expiration to determine appropriate actions
• Continuing to monitor/oversee the expiration list to ensure renewal of all coverage on time
• Hold renewal meetings with Producer to discuss renewals, and establish a marketing plan
• Handle billing inquiries from client, carrier, or internal team
• Maintain accurate management system and account files following the Agency’s procedures/workflows
• Follow the Agency’s workflows & procedures for handling new and renewal business, including marketing complete submissions to carriers, follow-up to ensure timely receipt of quotes and/or policies, analyzing and comparing carrier quotes for proper coverages, reviewing terms and conditions, and negotiating with insurers on coverage and price to best meet the needs of the client

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Effective Communication (Soft Skills)
• Collaborative Teamwork (Soft Skills)
• Policy Management (Hard Skills)
• Renewal Planning (Hard Skills)
• Billing and Inquiries Management (Hard Skills)
• System and File Maintenance (Hard Skills)
• Process Adherence and Negotiation (Hard Skills)

Job Summary: 

• Assisting clients with coverage support and any issues presented
• Responsible for marketing new and renewal business
• Handling certificates and change requests
• Initial review of policies and preparation of coverage breakdowns
• Service commercial lines account in a manner to eliminate gaps in coverage, thus reducing E&O exposures.
• Follow up on insured requests generated from appointments with insureds.
• Assist in all cross-selling activities with respective departments.
• Keep producer fully informed of all important activities on their accounts.
• Assume other job responsibilities as assigned by the producer or management.

Skills on Resume: 

• Client Support and Issue Resolution (Soft Skills)
• Business Development and Marketing (Hard Skills)
• Certificate and Change Request Management (Hard Skills)
• Policy Review and Coverage Analysis (Hard Skills)
• Commercial Lines Service (Hard Skills)
• Follow-up and Coordination (Soft Skills)
• Cross-Selling and Collaboration (Soft Skills)
• Producer and Management Support (Soft Skills)

Job Summary: 

• Marketing of the Producer's new and renewal accounts.
• Prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients.
• Review proposals, applications, policies, endorsements and audits for accuracy.
• Take responsibility for preparing account summaries 
• Deliver policies, and related documents to insureds 
• Maintain suspense items on time on the agency management system.
• Maintain all client activity in the agency automation system.
• Participate in seminars and classes for skill and knowledge development.
• Help other agency personnel on technical insurance matters when needed.
• Service Commercial Lines accounts as assigned.
• Follow up on abeyances and accounts receivable.
• Take responsibility for attending carrier meetings.

Skills on Resume: 

• Insurance Account Management (Hard Skills)
• Proposal and Document Preparation (Hard Skills)
• Attention to Detail (Soft Skills)
• Client Relations (Soft Skills)
• Time Management and Organization (Soft Skills)
• Technical Insurance Knowledge (Hard Skills)
• Professional Development (Soft Skills)
• Carrier Liaison (Hard Skills)

Job Summary: 

• Manage large books of business for commercial lines insurance clients
• Drive customer retention and market additional lines of coverage to grow business and properly insure risks
• Evaluate carrier relationships, commercial insurance products, and market placement
• Provide quality and timely service to customers and clients
• Research, provide recommendations, and implement ReSource Pro solutions for clients
• Work in a variety of Agency Management Systems to complete tasks
• Lead day-to-day customer interactions
• Invoice premium bearing transactions.
• Use subject matter expertise to consult with customers and advise colleagues
• Gather information about client needs and insurance solutions

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Market Analysis and Placement (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Solution Implementation (Hard Skills)
• Agency Management Systems (Hard Skills)
• Leadership and Communication (Soft Skills)
• Financial Transactions Management (Hard Skills)
• Needs Assessment and Advisory (Hard Skills)

Job Summary: 

• Responsible for service of policies, cross-selling, and new business sales
• Commission paid on new business in addition to an annual salary
• Strives to maximize agency retention
• Data Entry – including client communication (phone, fax, email, mail, etc.)
• Maintain client follow-up items from a carrier, insured, etc.
• Occasionally filing a claim to the carrier for a client when the Claims Manager is unavailable
• Assist the producer with all aspects of servicing commercial accounts including working with customers, underwriters and members of team.
• Ensure new and renewal business is handled on time which includes preparation of submissions, client proposals, binders, invoices, and other documentation.
• Negotiate pricing, policy conditions and terms with underwriters.
• Respond promptly to client emails and telephone calls and recommend additional coverages.
• Maintain detailed accuracy of electronic files.

Skills on Resume: 

• Customer Service Excellence (Soft Skills)
• Sales and Cross-Selling (Hard Skills)
• Administrative Proficiency (Hard Skills)
• Claims Management (Hard Skills)
• Document Preparation and Management (Hard Skills)
• Negotiation Skills (Hard Skills)
• Attention to Detail (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Service commercial lines accounts as assigned and requested.
• Handle day-to-day management of accounts including client and carrier requests on time per department procedures.
• Develop and maintain relationships with clients and carrier partners.
• Meet with clients in person alongside the producer.
• Prepare new business and renewal submissions for quotes. 
• Coordinate expirations with producer and/or account executive to compile account information including required supplemental documentation, underwriting data and quote option needs. 
• Prepare proposals for insurance including forms analysis and premium comparisons. 
• Participate in client visits with the producer or account executive
• Market submissions to carriers as appropriate and aggressively negotiate new and renewal pricing with carriers. 
• Review all applications, quotes, policies, endorsements and audits for accuracy.
• Set up and prepare new and renewal account files per agency procedures.

Skills on Resume: 

• Account Management (Hard Skills)
• Client and Carrier Relationship Development (Soft Skills)
• Proposal Preparation and Analysis (Hard Skills)
• Submission Coordination (Hard Skills)
• Market Negotiation (Hard Skills)
• Accuracy in Documentation (Hard Skills)
• File Management (Hard Skills)
• Client Interaction (Soft Skills)