• Overall account management-utilizing TIA procedures, AMS and ImageRight systems
• Maximize new account sales by aggressively and proactively developing new business opportunities
• Proactively develop referral sources by developing relationships with centers of influence in the market area
• Develops a presence in the community, networking with local leaders and the business communities
• Proactively develop prospects through referrals from present accounts and affiliates
• Sell new and renewal accounts in keeping with agency and individual office goals
• Manage existing book of business to meet or exceed Agency retention goals and create cross-sell and upsell opportunities with current customers
• Support of AE teammate by developing, expanding and servicing accounts
• Utilize PL Rater when preparing quotes to fulfill clients’ needs and expectations
• Complete service requests, including claims, premium payments, policy endorsements, identification card issuance and photo inspections
• Establish expectations with current and prospective clients and provide accurate, thorough and timely quotes

Skills: Account Management, New Business, Client Networking, Prospect Development, Sales Strategy, Book Retention, Service Support, Quote Preparation

• Maintain a follow-up system to maximize retention and hit ratio
• Thoroughly review renewals for remarketing and remarket appropriately
• Identify affiliate referral opportunities and process them accordingly
• Identify account rounding/up selling opportunities and process accordingly
• Process all incoming and outgoing mail 
• Deposit premium dollars into the company bank account daily, including sweep accounts, reconcile and ensure accuracy
• Thorough review of account renewals and endorsements (download and paper) for accuracy
• Complete the billing procedure for account transactions
• Review and maintain the current task/to-do list in the ImageRight system
• Provide administrative support as requested by Producers and other sales staff members
• Provide support to other teammates by assisting all TIA clients 

Skills: Client Retention, Renewal Review, Referral Processing, Upselling, Mail Processing, Premium Handling, Billing Management, Administrative Support

• Respond to phone calls and office visitors requesting changes to existing coverage and/or new policies
• Determine acceptability and placement, complete applications or endorsement requests, and collect premiums
• Educate clients by explaining coverage and exclusions
• Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and phone
• Continue to solicit increases in coverage or round out accounts through sales to clients at every service contact
• Process renewals and remarket as outlined by the Agency 
• Review renewals to determine if non-standard policies can be rewritten in a standard program
• Prepare rewrite applications for businesses from companies no longer represented
• Secure and submit renewal underwriting information, such as credit, Clue, and MVRs
• Rate and quote new and existing coverages through the rating system or websites
• Maintain customers’ accounts on the agency automation system, documenting conversations in the activity log, sending confirmations to insured and adhering to all other automation procedures

Skills: Client Communication, Coverage Placement, Policy Education, Account Review, Sales Solicitation, Renewal Processing, Underwriting Submission, Rate Quoting

• Invoice premium transactions as they occur
• Maintain own follow-up and suspense file on outstanding orders and correspondence
• Follow up on all overdue and suspense items
• Maintain expiration control log
• Maintain underwriting files in an orderly and up-to-date manner
• Receive and review all cancellations to determine necessary action
• Service customers through claim counseling and reporting to the Carrier, following up for completion and payment, and closing claims in the Agency Management System
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Refer current and prospective clients to the Employee Benefits and Commercial Departments for solicitation of those lines of business
• Keep producers informed on important activities on their accounts
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Meet with the Company representative to update underwriting guidelines, appetites, etc.
• Adherence to company policies and procedures

Skills: Premium Invoicing, Follow-Up Management, Expiration Control, Underwriting Maintenance, Cancellation Review, Claims Counseling, Client Referrals, Policy Compliance

• Manage large amounts of incoming calls
• Identify and assess customers’ needs to achieve satisfaction
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits
• Follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

Skills: Call Management, Needs Assessment, Relationship Building, Information Accuracy, Sales Targets, Complaint Handling, Follow-Up, Record Keeping

• Follow-up skills, written and verbal communication skills and problem-solving skills
• Basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Working experience in P&C insurance 
• Ability to work independently without daily supervision (self-motivated)
• Capable of solving problems for customers with creativity and negotiation
• Tech-savvy willingness to break industry workflow norms
• Get-it-done attitude appropriate for a start-up environment
• Ability to speak candidly and recommend solutions
• Superior customer service and problem-solving skills
• Working experience in Medical Transcription

Qualifications: BA in Business Administration with 3 years of Experience

• Effective collaborator with a goal-oriented approach to achieving sales success
• Experience in the insurance industry
• Positive, friendly attitude who will complement the working environment
• Proficient in the use of the agency management system and follows agency standard operating procedures
• Demonstrate excellent oral and written communication skills
• Must have excellent organizational skills
• Ability to prioritize and handle multiple tasks
• Possess a high level of organizational skills
• Ability to operate various computer programs (Microsoft Office Suite, Agency Management Systems, etc.)
• Experience in client management and in the financial planning industry

Qualifications: BS in Finance with 5 years of Experience

• Experience as an account manager specializing in commercial insurance
• Strong technical knowledge of coverage in all commercial lines insurance policy forms, rating and exposure analysis
• Superior computer skills and full command of Microsoft Office products and electronic document management solutions (paperless office)
• Working experience in AMS360
• Ability to handle multiple tasks and/or projects simultaneously despite their complexity
• Excellent organizational and time management skills
• Ability to initiate and foster rapport in a professional manner
• Able to maintain a professional manner and appearance
• Capable of meeting deadlines
• Excellent written and verbal communication skills

Qualifications: BS in Accounting with 4 years of Experience

• Experience in commercial insurance with advanced knowledge
• Experience as an account manager working with transportation, cross-border and/or commercial surety accounts
• Ability to prioritize multiple tasks to meet tight deadlines, coupled with the self-confidence to make sound independent decisions
• Ethical, innovative, tolerant, and resilient with collaborative problem-solving ability
• Professional communication and interpersonal skills, demonstrating business intelligence
• Positive and passionate attitude towards customer satisfaction and business achievements
• Solid working knowledge of computer operating systems, including industry software such as EPIC or a similar BMS
• Must have professional insurance designation (such as CAIB, FCIP, CRM, etc.) 
• Demonstrated proficiency with computer systems, including Microsoft Office, Google Suite, and Customer Management Software
• Ability to work in a team environment
• Ability to work a regular, full-time schedule

Qualifications: BS in Actuarial Science with 5 years of Experience

• Property and casualty account management experience in the middle market segment
• Ability to research information and analyze data to arrive at valid conclusions
• Proficient with Microsoft Office including Outlook, Excel, Word, and PowerPoint (and other related technologies/programs)
• Ability to accomplish complex tasks
• Must have delegation and coordination skills
• Knowledge of coverage or an orientation / intellectual curiosity for coverage concepts
• Working Knowledge or Ability to Learn EPIC or similar systems
• Experience with CSR 24 or similar systems
• Ability to win over the respect and admiration of his/her clients, colleagues and underwriters
• Excellent organization skills and attention to detail
• Ability to operate in a paperless environment

Qualifications: BS in Risk Management with 6 years of Experience