- Work in a team environment to provide insurance solutions for new and existing clients
- Compliance with BFSI policies and procedures manual; support quality assurance process
- Utilize system capability (AMS) properly to maintain complete and accurate data and documents
- Invoice Agency Bill accounts
- Set up Premium financing and assist with premium payment.
- Issue certificates of insurance
- Complete Surplus Lines filing
- Assist with premium payment follow-ups
- Assistance with follow up tasks for Account Managers and Account Executives
- Order Loss runs and prepare loss summaries
- Prepare claims reporting manuals
- Prepare client presentations, reports, documents, premium summaries, etc.
- Participate in renewal strategy meetings with service team and Producers
- Develop insurer quotes and analyze/compare the quotes for difference is premium and coverage
- Participate in underwriter discussions with account team
- Maintain/create reference materials (vendor lists, insurer minimum requirements) on behalf of the team
- Assist in business and industry research for a prospect
- Maintain privileged and confidential information
- Work really hard – let's not confuse effort with results
- Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
- Be growth oriented – want to be part of a growing business
- Impact the business – deliver unexpected client results; take personal accountability
- Intellectual curiosity – willingness to learn
- Initiative – find practical solutions for our clients
- Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
- Operates with uncertainty – open to new experiences as a means of self-improvement
- Teamwork – work well with others, proactively share information with colleagues
- Professional manner – high standard of performance and integrity
- Think strategically – make thoughtful decisions
- Communication – listens well; concise and articulate in speech and writing
- 1+ year(s) of relevant insurance industry experience
- Bachelor's Degree is required
- Appropriate state licensing required at time of hire or achieved within 90 days of hire date
- Insurance industry designations are preferred
- Intermediate level of experience with Excel and PowerPoint
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Commercial Insurance Associate - Bethesda, United States - B.F. Saul Company
Description
B.F. Saul Insurance (BFSI) is a boutique advisory firm providing proactive, smart, and highly responsive insurance and claims advocacy services throughout the United States. With community roots in the Washington DC metropolitan area spanning over 100 years, we help businesses and non-profits as well as families and individuals with complex needs protect their most important assets at levels customized for their risk tolerances and goals. Key industry segments include real estate, not for profit organizations, associations, and professional services.
B.F. Saul Insurance (BFSI) is an operating division of B.F. Saul Company, a large privately held business focused on the acquisition, development, and operation of commercial real estate, including hotels, office buildings and multi-family assets. Key affiliates include Saul Centers (NYSE: BFS), B. F. Saul Hospitality, Chevy Chase Trust investment advisors, and ASB Capital Management, a real estate investment management firm.
POSITION SUMMARY:
The Commercial Insurance Associate is responsible for conducting client research, supporting the pre- and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).
Commercial Insurance Associate, DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
Commercial Insurance Associate, SPECIFIC TASKS:
Commercial Insurance Associate, JOB REQUIREMENTS (SKILLS/ABILITIES):
Commercial Insurance Associate, REQUIREMENTS:
BFS7501
B. F. Saul Insurance is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact or
Equal Opportunity Employer/Veterans/Disabled
