Job Summary: 

• Create and maintain relationships with clients to better understand and meet their needs
• Work as a consultant for clients to quote and issue new business and renewals
• Meet with insurance company representatives to discuss changes, rates, and underwriting to gain better knowledge and understanding of coverages and policy types and how to market to different clients' needs
• Work proactively to plan for future renewals and communicate with clients
• Develop great working relationships with preferred carriers while marketing commercial clients for new business policies and renewals
• Report claims and contact adjusters to assist with claim questions
• Complete licensing and software system training to learn how to properly document to work through renewals and new business
• Complete continuing education for insurance designations and courses to become a subject matter expert (company-paid education)

Skills on Resume: 

• Client Relations (Soft Skills)
• Insurance Consulting (Hard Skills)
• Policy Knowledge (Hard Skills)
• Renewal Planning (Hard Skills)
• Carrier Relations (Soft Skills)
• Claims Assistance (Hard Skills)
• System Training (Hard Skills)
• Continuing Education (Soft Skills)

Job Summary: 

• Working primarily with Personal lines
• Accurately input policy updates and account information
• Communicate with client, producer, and carrier underwriters regarding policy and coverage-related questions and information
• Responsible for the marketing/quoting process for both new business and account renewals
• Identify, compile and manage information regarding account renewals
• Consistent and timely communication with agency clients and carrier representatives
• Answer the phone with confidence and compassion
• Answer client questions, ranging in topic from billing to coverage, and more
• Respond to claims with attention, compassion, and accuracy
• Handle assigned tasks in support of the Shine Team
• Handle renewals and remarketing
• Work with several insurance companies across multiple platforms

Skills on Resume: 

• Personal Lines (Hard Skills)
• Policy Updates (Hard Skills)
• Client Communication (Soft Skills)
• Account Management (Hard Skills)
• Renewal Tracking (Hard Skills)
• Phone Etiquette (Soft Skills)
• Claims Handling (Hard Skills)
• Multi-Platform (Hard Skills)

Job Summary: 

• Maintain relationships with current clients
• Process client service requests including new policies, policy changes, and filing claims
• Identify/seek new business opportunities and develop an action plan with identifiable and measurable goals and objectives
• Utilize social media, mailers, telephone, and email
• Maintain accurate records and client files, fulfilling compliance directives
• Work with company underwriters, claims representatives and producers
• Work with clientele to gather information, signatures, crop plans, acreage, and production timely
• Fully understand crop insurance programs and input data
• Work directly with clients and service existing accounts
• Market new accounts with Account Executives
• Develop relationships with clients
• Communicate effectively with clients
• Analyze a client’s risk and structure an insurance program for the client's unique needs

Skills on Resume: 

• Client Relations (Soft Skills)
• Policy Processing (Hard Skills)
• Business Development (Soft Skills)
• Multi-Channel (Hard Skills)
• Record Keeping (Hard Skills)
• Underwriter Coordination (Hard Skills)
• Crop Knowledge (Hard Skills)
• Risk Analysis (Hard Skills)

Job Summary: 

• Provide excellent client service, including processing policy changes, problem-solving, answering billing questions, providing information and solutions on coverage questions and changes, and claims processing
• Follow up on complex client claims (such as automobile total, client injury, or fire loss)
• Perform annual renewal reviews for all clients
• Document all client work in the agency management system and help to solve technical issues with the agency management system
• Participate in client calling campaigns and facilitating outbound mailings to clients
• Customer sales and service of commercial lines insurance policies
• Customer sales and service of personal lines insurance policies
• Work strategically with upper-level management on sales budgets and quota maintenance
• Provide advice and guidance to clients
• Explain coverage options/exclusions, and make coverage recommendations
• Effectively manage client accounts by appropriately requesting policy changes, handling premium collections, and answering questions and concerns
• Respond to client service requests promptly
• Maintain client accounts on the agency automation system and adhere to all other automation procedures that are or will be established

Skills on Resume: 

• Client Service (Soft Skills)
• Problem Solving (Soft Skills)
• Claims Processing (Hard Skills)
• Policy Knowledge (Hard Skills)
• Account Management (Hard Skills)
• Communication (Soft Skills)
• Sales Strategy (Hard Skills)
• Technical Support (Hard Skills)

Job Summary: 

• Review, manage and grow the assigned book of clients
• Develop and maintain relationships with clients to ensure all service needs are met
• Maintain an established retention rate for the assigned book of clients
• Complete the following tasks related to the assigned business accounts
• Assess coverage needs, identify any gaps, and advise the client 
• Review applications, renewals and endorsements 
• Prepare insurance certificates and binders, including quick deadline turnarounds 
• Complete changes such as adding and deleting drivers, locations, vehicles, etc. 
• Develop rapport with carrier underwriting teams
• Stay up-to-date and knowledgeable of carrier guidelines, risk appetites, and business submission processes
• Work closely with assigned insurance sales agent(s) to assume account management responsibilities upon completion of the new business sale including conducting follow-up client calls and handling carrier alert notifications
• Identify additional revenue growth opportunities on the assigned book of business, including increasing coverage, account rounding, and generating new business referrals
• Conduct proactive annual account reviews
• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients
• Provide outstanding inbound service on claims, billing questions, and endorsements

Skills on Resume: 

• Client Growth (Soft Skills)
• Relationship Building (Soft Skills)
• Account Management (Hard Skills)
• Coverage Assessment (Hard Skills)
• Policy Processing (Hard Skills)
• Underwriting Knowledge (Hard Skills)
• Revenue Development (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Initiate outbound contact with existing policyholders to review policies and make changes to retain clients within the agency
• Communication initiatives may include rate increases, product enhancements, service enhancements, etc. 
• Perform outbound client follow-ups about customer satisfaction surveys and net promoter score results 
• Execute renewal retention campaigns to promote a higher level of customer engagement among the account manager and the client
• Identify, quote and cross-sell new business
• Assist the sales agent team in obtaining new business sales opportunities
• Work with sales agents to update, audit and submit new business file submissions in accordance with industry compliance standards and the agency’s minimum binding guidelines and quality control standards
• Utilize the agency management system according to agency standards for the creation and maintenance of client data and lists
• Check assigned new business files paperwork for accuracy and enter/maintain client information within the agency management system
• Fully understand product features, marketing, sales and file service techniques necessary to perform duties and meet or exceed established goals
• Support organizational objectives to grow the membership base by selling new and associate AAA memberships

Skills on Resume: 

• Client Retention (Soft Skills)
• Outbound Sales (Hard Skills)
• Follow-Up (Soft Skills)
• Cross Selling (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Data Management (Hard Skills)
• Product Knowledge (Hard Skills)
• Customer Engagement (Soft Skills)

Job Summary: 

• Build trusting relationships with both current and new clients
• Analyze, evaluate and discuss client risks to determine appropriate coverages
• Handle all inquiries from assigned clients regarding their existing policies and any new P&C insurance needs and requirements
• Maintain activities/suspensions in EPIC to follow up on outstanding orders, correspondence and overdue items
• Keep EPIC accurate by reflecting all current policies, limits, and coverage
• Scan policy documents and log activity into EPIC
• Review renewals and provide coverage suggestions or remarket as requested by insured producers or managers
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to customer and insurance company needs
• Access all insurance carrier website online systems for inquiry, uploading/ordering of policies, endorsements, and cancellations
• Professionally conduct business in both internal and external communications and with the agency E&O guidelines

Skills on Resume: 

• Relationship Building (Soft Skills)
• Risk Analysis (Hard Skills)
• Policy Management (Hard Skills)
• Data Entry (Hard Skills)
• Coverage Review (Hard Skills)
• Industry Knowledge (Hard Skills)
• Client Communication (Soft Skills)
• Professional Conduct (Soft Skills)

Job Summary: 

• Build excellent client relationships, offer value-added, insightful/strategic insight into their business
• Keep the customer’s needs and experience top of mind
• Follow the CMB touchpoints protocol and timelines
• Responsible for all aspects of account management
• Taking steps to prevent errors and omissions
• Update, monitor, and analyze client claims
• Ensure the proper and expeditious handling of all claims and losses as per brokerage policy
• Create report packages with detailed historical and forecast models for the client and the sales team
• Review and ensure the accuracy of the processing of the brokerage's accounts
• Obtain underwriting information from potential and existing clients to submit to underwriters
• Present quotes and/or renewals to clients, obtaining orders, and binding coverage with underwriters
• Issue invoices, endorsements, cover notes, financing contracts, etc.
• Input data on new claims and update clients on claims status
• Handle routine customer and Account Executive inquiries
• Manage daily administration of client accounts (correspondence, policy, contract, and lease agreement wording review, policy documentation issuance)

Skills on Resume: 

• Client Relations (Soft Skills)
• Account Management (Hard Skills)
• Claims Handling (Hard Skills)
• Risk Prevention (Soft Skills)
• Data Analysis (Hard Skills)
• Underwriting Knowledge (Hard Skills)
• Report Preparation (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Responsible for the placement of the business
• Develop and maintain relationships with clients and assist in new business prospecting
• Analyze client’s loss exposures and determine coverage needs
• Maintain appropriate state brokers' licensing
• Manage daily transactions for an assigned book of business (i.e., audits, adjustments, endorsement requests, coverage analysis, open items, etc.)
• Respond to client requests/questions within a timely manner
• Maintain an appropriate level of confidentiality of information processed
• Follow all company policies and procedures
• Ensure the smooth running of assigned client portfolios on a day-to-day basis
• Ensure all interactions with clients and insurers meet the necessary company and regulatory requirements (both verbally and in writing)
• Ensure that clients are invoiced accurately and promptly, on or before renewal dates, making sure these are in line with relevant company, regulatory, and legal requirements
• Respond to client queries, Insurers and internal stakeholders in a proactive manner
• Prepare client reports and letters accurately
• Maintain accurate client records and data in line with PIB IB systems and protocols
• Ensure that all necessary and training (including the logging of CPD) has been completed to the standard

Skills on Resume: 

• Client Relationships (Soft Skills)
• Business Placement (Hard Skills)
• Risk Analysis (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Account Management (Hard Skills)
• Data Management (Hard Skills)
• Report Preparation (Hard Skills)
• Confidentiality Awareness (Soft Skills)

Job Summary: 

• Develop and implement strategic plans to manage, retain, and grow an assigned book of business
• Evaluate and identify opportunities for account rounding, internal partnership cross-selling opportunities, and deliver effective solutions that meet the needs of the client
• Responsible for collecting and preparing reporting information 
• Prepare materials for internal and external meetings that may include proposals, quotes, submissions, spreadsheets, insurance documents and other materials
• Maintain working knowledge of vendors, carriers, and insurance products
• Assist with workflow development and implementation to support corporate initiatives
• Utilize agency technology in software applications including agency management systems, document management systems and workflows
• Execute day-to-day service transactions within optimal time frames to ensure client retention
• Comply with Agency Procedures
• Comply with corporate and agency policies and procedures and all subsequent updates
• Adhere to agency service standards and timelines
• Comply with procedures as outlined in the Huntington Employee Handbook
• Participate in Corporate and Agency Initiatives
• Coach client care colleagues on revenue growth and referral opportunities
• Assist with new business prospecting activities
• Act as a resource for continuous improvement
• Assist with workflow development and implementation

Skills on Resume: 

• Strategic Planning (Hard Skills)
• Account Growth (Soft Skills)
• Reporting (Hard Skills)
• Document Preparation (Hard Skills)
• Product Knowledge (Hard Skills)
• Workflow Management (Hard Skills)
• Client Retention (Soft Skills)
• Coaching (Soft Skills)

Job Summary: 

• Lead weekly progress meetings between technical and business units
• Strengthen existing account utilization and identify opportunities for account growth
• Develop trusted advisor relationships with key stakeholders, executive sponsors, and field staff
• Become the Subject Matter Expert on the HOVER platform features and functionality, as well as the Go-To-Market approach
• Manage client expectations and ensure the timely and successful delivery of HOVER’s solutions according to the customer’s needs and objectives
• Clearly communicate the progress of monthly and quarterly initiatives to internal and external stakeholders
• Build QBR decks that show client growth and success
• Forecast growth and track key account metrics
• Establish solid client relationships and manage the delivery of services, along with answering questions from clients about coverage, billing, and endorsements
• Identify important client needs as well as cross-selling opportunities and effectively communicate those needs to the sales team
• Coordinate the administrative activity of client accounts, like certificates, ID cards, and applications as they relate to renewals and claims
• Grow relationships with underwriters and marketing contacts to help work through renewal negotiations, coverage gaps, claims issues, and additional services or policy purchases

Skills on Resume: 

• Account Leadership (Soft Skills)
• Client Relationships (Soft Skills)
• Platform Expertise (Hard Skills)
• Project Management (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Reporting (Hard Skills)
• Cross Selling (Hard Skills)
• Service Delivery (Hard Skills)

Job Summary: 

• Market account renewals and negotiate with the company's underwriters
• Review options and present the customer with the best program
• Begin collection of renewal updates at 120 days out, along with required supplemental applications
• Prepare marketing submissions and distribute or begin website rating at 90 days before the renewal date
• Proposals to clients 14 to 30 days before the renewal date
• Processing and presenting automatic policy renewals to clients
• Utilize the Applied TAM database for an efficient and relevant workflow implemented
• Process client service requests and submit information to the carrier
• Review new and renewal policy documents, cancellations, audits, and endorsements
• Process and transmit to clients with appropriate follow-up
• Follow up with clients on Loss Control Recommendations compliance
• Verify the accuracy of premium transactions issued by companies, including commission differences
• Prepare proposals and cover letter summary/presentations
• Maintain complete copies of policies
• Invoicing and premium collections in accordance with company standards, assist accounting with premium concerns
• Guide to the certificate desk on certificate issuance
• Participate in formal account reviews
• Maintain the accuracy of files and entries
• Maintain awareness of market conditions, changes, and current legislation

Skills on Resume: 

• Account Marketing (Hard Skills)
• Policy Renewal (Hard Skills)
• Client Communication (Soft Skills)
• Database Management (Hard Skills)
• Loss Control (Hard Skills)
• Premium Verification (Hard Skills)
• Documentation Management (Hard Skills)
• Market Awareness (Soft Skills)

Job Summary: 

• Provide comparisons to add Rider variations, alternate products, funding scenarios, up-sell opportunities, etc.
• Run quotes and illustrations from scratch
• Communicate with insurance carriers for product info, guidelines and obtain guides or brochures
• Underwriting support via quick quoting and call carriers for pre-screens and to obtain underwriting guidelines
• Take inbound inquiries for quote and underwriting requests and support other Sales Team members
• Email applications and documents to agents
• Complete outbound calls on basic concepts to check in with existing Agents/Advisors
• General sales support for any direct-to-consumer sales
• Run quotes, pre-screen clients, prepare presentations, applications, etc.
• Take all inbound calls and emails
• Complete periodic calls to these accounts regarding Agency marketing concepts
• Assisting with general Marketing and Business Development efforts

Skills on Resume: 

• Product Comparison (Hard Skills)
• Quoting (Hard Skills)
• Carrier Communication (Hard Skills)
• Underwriting Support (Hard Skills)
• Inbound Support (Soft Skills)
• Outbound Calls (Soft Skills)
• Sales Support (Soft Skills)
• Marketing Assistance (Soft Skills)

Job Summary: 

• Assist with presentations and materials for Webinars and Seminars
• Call existing agents/advisors to invite them to events, follow up with RSVPs, post videos of events on Vimeo and AHQ
• Create and maintain Internal Reference Guides and Comparison Sheets used by the Sales Team
• Assist with putting together concept packages/presentations via presentation templates
• Assist with scrubbing Newsletter/Marketing emails
• Track Carrier updates and create a summary for the Agency newsletter email, i.e., New Product, New Rates, Transitions, Promotions, etc.
• Post Agency Articles to Blogs and Vimeo
• Review APS and Exams and summarize for Brokerage Manager
• Run quotes and illustrations to determine which carriers are most competitive
• Provide support for the Principals of the Agency

Skills on Resume: 

• Presentation Support (Hard Skills)
• Event Coordination (Soft Skills)
• Reference Materials (Hard Skills)
• Marketing Assistance (Soft Skills)
• Carrier Tracking (Hard Skills)
• Content Posting (Hard Skills)
• Policy Analysis (Hard Skills)
• Agency Support (Soft Skills)

Job Summary: 

• Providing existing business and generating new business opportunities by actively contacting prospects, scheduling appointments, making sales presentations and closing new EB business accounts
• Develop prospecting strategies to increase opportunities for new business
• Build and maintain client relationships and provide oversight to account activity
• Working closely with the insurance partner for handling client claim settlements
• Provide exceptional customer service by ensuring the health, stability and growth of assigned clients
• Actively engage in deep learning of all products and client needs/expectations
• Process customer policy change requests
• Initiate actions to add/remove equipment and/or drivers and/or coverage
• Conduct follow-up calls/correspondence to ensure completion of requests and supporting documents
• Track and resolve failed/missing payments for insurance and/or ICSA Membership
• Assist Support Services to help insured succeed in accomplishing their ICSA Platinum requirements
• Proactively work to assist others in achieving the organization's objectives

Skills on Resume: 

• Business Development (Hard Skills)
• Prospecting (Hard Skills)
• Client Relationships (Soft Skills)
• Claims Handling (Hard Skills)
• Customer Service (Soft Skills)
• Policy Processing (Hard Skills)
• Follow-Up (Soft Skills)
• Payment Tracking (Hard Skills)

Job Summary: 

• Prospect for new clients and set/transfer appointments
• Assist with the renewal process and any policy updates by providing competitive quotes
• Update policy changes on customer accounts in the book of business and inform clients about policy changes according to NAIC regulations
• Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments, to ensure total understanding
• Possess a high degree of product knowledge and technical expertise
• Exercise judgment and act independently to provide service to a designated book of business
• Prioritize effectively and respond in optimal time frames while working in a fast-paced environment
• Act independently to service large, complex accounts and/or a significant volume of account activity
• Act as producer and servicer on assigned house accounts
• Assist in the production of new and renewal business 

Skills on Resume: 

• Client Prospecting (Hard Skills)
• Policy Updates (Hard Skills)
• Regulatory Knowledge (Hard Skills)
• Client Communication (Soft Skills)
• Product Knowledge (Hard Skills)
• Independent Judgment (Soft Skills)
• Account Servicing (Hard Skills)
• Time Management (Soft Skills)

Job Summary: 

• Maintain an assigned book of small commercial, farm, and mid-market commercial client accounts
• Assisting clients with their day-to-day inquiries
• Providing beneficial insurance coverage, billing, and claims recommendations
• Coordinating insurance policy renewals and/or remarketing
• Write new business opportunities through referrals by the digital sales team
• Develop and expand commercial insurance knowledge
• Interpret insurance coverages/wordings to evaluate competing commercial insurance quotes and policies
• Prepare renewals, submissions, rates and RFQs
• Market various products to a wide variety of clients
• Grow a long-term business with a focus on maintaining client relationships
• Maintain client files according to company standards

Skills on Resume: 

• Account Management (Hard Skills)
• Client Support (Soft Skills)
• Coverage Recommendations (Hard Skills)
• Policy Renewal (Hard Skills)
• Business Development (Soft Skills)
• Insurance Knowledge (Hard Skills)
• Market Analysis (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Qualify opportunities within existing accounts
• Craft overall value propositions, drive overall sales, lead negotiations and close profitable deals for the assigned region
• Apply discipline and rigor in sales forecasting and revenue (and profit) reporting
• Plan and submit annual, quarterly, and monthly fiscal plans for assigned accounts and updated bi-monthly sales forecasts
• Manage customer activity with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure on open issues
• Collaborate with Product, Marketing, and Technology to refine and promote effective product marketing and sales communication strategies and strengthen the company's brand goals
• Manage and prioritize product enhancement requests from customers
• Coordinate with the legal team to finalize contracts per customer redlines/feedback

Skills on Resume: 

• Opportunity Qualification (Hard Skills)
• Sales Strategy (Hard Skills)
• Deal Negotiation (Soft Skills)
• Revenue Forecasting (Hard Skills)
• Account Planning (Hard Skills)
• CRM Management (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Contract Management (Hard Skills)

Job Summary: 

• Record any policy updates or changes on customer accounts by tracking them in the book of business and communicating with clients to explain any updates to their coverage
• Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes, to ensure complete understanding
• Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers
• Help clients, underwriters, sales representatives, account executives, and the rest of the service team understand and address new rules and policy updates
• Manage the servicing of all aspects of personal insurance policies
• Provide excellent service to client inquiries in an effective and timely manner
• Ensure new business and retention targets are met, including by means of re-marketing
• Cross-sell and up-sell of other insurance and financial products to existing clients
• Complete assigned tasks and request from underwriting and various carriers
• Assess risk and ensure appropriate coverages have been provided to clients
• Resolve client concerns and issues in a professional manner

Skills on Resume: 

• Policy Management (Hard Skills)
• Client Communication (Soft Skills)
• Claims Processing (Hard Skills)
• Quote Preparation (Hard Skills)
• Industry Knowledge (Hard Skills)
• Account Servicing (Hard Skills)
• Cross Selling (Hard Skills)
• Problem Resolution (Soft Skills)

Job Summary: 

• Responsible for prospecting and securing new Education clients and ensuring the successful onboarding of new clients
• Making presentations to outside commercial organisations and attending new business and renewal meetings with clients
• Attending relevant key conferences to generate new opportunities
• Working with marketing to develop and execute plans to support the delivery of income targets
• Providing accurate sales forecasts to the Specialist Insurance Leader using pipeline reporting
• Relationship Management of high-value and/ or strategic existing clients, collaborating with Service and Renewals to deliver an exceptional customer experience
• Building and maintaining durable relationships with key industry contacts
• Provide insurance advice to clients and model effective protection through the provision of appropriate insurance products
• Treat customers fairly at all times in adherence with the FCA TCF principles
• Identifying opportunities for leads to other areas of B2B, providing introductions and supporting the cross-sell process

Skills on Resume: 

• Client Prospecting (Hard Skills)
• Presentations (Soft Skills)
• Business Development (Hard Skills)
• Sales Forecasting (Hard Skills)
• Relationship Management (Soft Skills)
• Industry Networking (Soft Skills)
• Insurance Advisory (Hard Skills)
• Cross Selling (Hard Skills)

Job Summary: 

• Partner with producers to sell and manage clients’ insurance portfolios through the entire lifecycle
• Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform
• Ensure that clients are comfortable with and can utilize the tools available in the Embroker online Platform, including policy upload, exposure upload, certificates, claims, and self-service features
• Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
• Recommend coverage improvements and additional policies based on experience and tools available in the Platform
• Assist with application preparation and data submission
• Quote online or send submission to markets
• Review policies and program coverages
• Manage requests for certificates and endorsements
• Work with support teams to help deliver outstanding client service and satisfaction
• Mentoring, answering questions, helping to improve processes, etc.

Skills on Resume: 

• Client Portfolio (Hard Skills)
• Platform Management (Hard Skills)
• Client Training (Soft Skills)
• Renewal Strategy (Hard Skills)
• Coverage Recommendations (Hard Skills)
• Application Support (Hard Skills)
• Policy Review (Hard Skills)
• Mentoring (Soft Skills)

Job Summary: 

• Servicing, which includes employee meetings, claims/eligibility escalation, set up for agency management systems, and is involved in benefits admin
• Designs insurance and risk management plans as directed by the Producer or Account Executive
• Makes recommendations and provides input/perspective on suggested risk management strategies
• Provides technical support, understanding of current contracts and in force coverages
• Participates in direct meetings with clients and carrier representatives
• Guides clients through the renewal process, essential project managing the steps, which may include requesting renewal exposures, submitting requests to carriers based on the renewal timetable
• Processes change requests and other items
• Assists in the development of strong business relationships with insurance company personnel and clients to enhance business relationships
• Meets directly with clients in conjunction with other team members
• Negotiate lines of insurance with carriers and sales to clients

Skills on Resume: 

• Benefits Administration (Hard Skills)
• Risk Management (Hard Skills)
• Technical Support (Hard Skills)
• Client Meetings (Soft Skills)
• Renewal Management (Hard Skills)
• Change Processing (Hard Skills)
• Relationship Building (Soft Skills)
• Negotiation (Soft Skills)

Job Summary: 

• Works with the Producer and Account Executive to write new business accounts
• Capability to market accounts to insurance carriers and wholesalers
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel 
• Assists the agency in developing carrier relationships
• Directs technical personnel, such as data analysts, to meet essential duties and responsibilities
• Ensures accuracy of account information for both new and renewal policies, endorsements, and audits
• Reviews insurance and indemnification parts of contracts
• Maintains follow-up and suspense on outstanding correspondence, reports, renewal expirations and follows up promptly
• Participates in continuing professional development
• Schedules monthly or quarterly stewardship meetings
• Creates an agenda of discussion points to continue to educate clients

Skills on Resume: 

• New Business (Hard Skills)
• Account Marketing (Hard Skills)
• Carrier Relationships (Soft Skills)
• Team Coordination (Soft Skills)
• Data Accuracy (Hard Skills)
• Contract Review (Hard Skills)
• Follow-Up Management (Soft Skills)
• Client Education (Soft Skills)

Job Summary: 

• Quoting with a variety of carriers for the best rates
• Ensure clients' good service with cross/up selling to meet their needs
• Primarily work with clients on reneals
• Deliver extraordinary value to clients by managing an assigned book of business
• Responsible for the renewal and issuance of bond documents
• Lead in the servicing of cargo policies, cross-border clients, and other items associated with commercial surety/logistics from end to end (submission, marketing, proposal, binding, invoicing, etc.)
• Provide professional and prompt customer service including phone and email inquiries on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc
• Act as a front-line underwriter on small to large bonds
• Requesting and reviewing financial statements before submission

Skills on Resume: 

• Quoting Skills (Hard Skills)
• Client Service (Soft Skills)
• Renewal Management (Hard Skills)
• Account Management (Hard Skills)
• Bond Issuance (Hard Skills)
• Policy Servicing (Hard Skills)
• Customer Support (Soft Skills)
• Underwriting (Hard Skills)

Job Summary: 

• Partner with business clients to address a broad range of commercial insurance issues
• Identifying exposures to risk, developing and executing a strategy to minimize the exposure, and maximizing the value of any necessary insurance products for the client
• Overseeing strategy implementation, identifying and making adjustments to insurance strategy to match developing business needs
• Ensure accuracy, successful implementation, and ongoing administration of commercial insurance programs
• Multi-task in a fast-paced environment, handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
• Acquire and retain new and existing business relationships
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet and face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships
• Connect with prospective and existing clients to address a broad range of insurance, liability, and risk management issues
• Create communication materials to help business owners, Chief Financial Officers, and Risk Managers better understand and appreciate the value of potential insurance strategies
• Research complex risk management and coverage issues, think outside the box to solve problems and follow up promptly with actionable solutions
• Resolve client issues promptly, proactively and collaboratively with the team, to ensure insurance programs run smoothly
• Manage a large number of time sensitive client issues at any given time
• Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis
• Keep a detailed record of correspondence through the client relationship system with prospective and existing clients, vendors, and referral partners

Skills on Resume: 

• Risk Assessment (Hard Skills)
• Strategy Implementation (Hard Skills)
• Account Management (Hard Skills)
• Client Communication (Soft Skills)
• Business Development (Hard Skills)
• Presentation (Soft Skills)
• Problem Solving (Soft Skills)
• Technical Knowledge (Hard Skills)

Job Summary: 

• Enters accurate client information into system applications
• Processes change requests, follows up with carriers 
• reviews endorsements for accuracy, and generates accurate invoices
• Creates general correspondence to carriers and clients
• Sets up Notice of Cancellations and Reinstatements
• Processes final cancellations and final audits and sends them to the insured
• Updates Lost Business spreadsheet
• Issues certificates of insurance and evidence of property
• Prepares policies, renewals and other documents for delivery to the insured
• Rates lines of coverage 
• Attain an NV P&C Insurance license within 90 days of hire

Skills on Resume: 

• Data Entry (Hard Skills)
• Change Processing (Hard Skills)
• Endorsement Review (Hard Skills)
• Client Correspondence (Soft Skills)
• Cancellation Management (Hard Skills)
• Certificate Issuance (Hard Skills)
• Policy Preparation (Hard Skills)
• Licensing Knowledge (Hard Skills)