- Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
- Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
- Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
- Identify cross sell and up-sell opportunities as appropriate
Expand and grow in your role when supporting miscellaneous duties as requested - Insurance experience in customer service or account management for 3 years or more
- Property/Casualty License (all lines)
- Relevant knowledge of insurance products, documents and usages
- Computers skills are a must Word, Excel and Outlook.
- Applied/EPIC or AMS360 experience is preferred
- Ability to work well independently and on a team
- Open to continuing education, college degree or equivalent industry designations
- Capability to work quickly and efficiently in a fast-paced environment
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