- To manage new business requests and secure annual renewals for new and renewal accounts.
- To work with Account Executives with tasks needed to provide top level service to RIA commercial clients/prospects.
- Manage a renewal book of business assigned by the agency
- Quote accounts online
- Communicate professionally with colleagues, clients & company partners
- Work with Account Executives on new and renewal accounts
- Accompany Account Executives on client visits when requested
- Prepare submissions and communicate with the necessary markets
- Distribute certificates
- Prepare information received for quoting purposes
- Further career development through continuing education and obtaining designations
- 3-5 years of commercial insurance experience
- Advanced computer skills
- Self-Motivation
- Ability to work in a team environment
- Exceptional communication and time management skills
- Ability to multitask
- Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management and account retention.
- 401k Match
- Profit Sharing
- Section 125 - Daycare, Health, Dental & Vision
- 35 Hour Work Week
- Vacation
- PTO
- 7 Paid Holidays & Birthday off
- HSA Health Insurance - 100% of Employee Paid
- $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
- Licensing & CE Scheduled & Paid by Agency
- Group Long Term Disability - at your cost
- Group Dental - at your cost
- Group Vision - at your cost
- Aflac Benefits - at your cost
- LegalShield - Shared cost
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Description
Job Description
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Responsibilities:
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Benefits: