Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
Requirements
- Supports Producer in developing new business opportunities for existing clients and prospects;
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
- Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
- Provides technical guidance to staff assisting with client needs or procedural issues;
- Notifies brokers of pertinent information related to client retention;
- Meets with clients as needed or directed by Producer;
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance