Description
SUMMARY:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients;
Assists clients with policy coverages and related questions. Reviews the policy coverages for potential gaps and other needs of the policyholder;
Works with Producers to assist client with the service needs mentioned above;
Renews and retains assigned accounts. Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client.
Provide client with additional coverage options.
Maintains client files in appropriate systems and provides standard office/administrative support.
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends.
Other duties as assigned Service
Consistently establishes and maintains high levels of trust and confidence with clients
Work with Placement Department and Producers to properly transition new business written;
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; • If needed, enter policy information into carrier websites for quote options.
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Present quote options to the client and/or Producer, if applicable.
Bind and issue policies in carrier websites or order policies from underwriters.
Other duties may be assigned. Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned
SUPERVISORY RESPONSIBILITIES: initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
Assist clients in making coverage changes;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
Two or more years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
Indiana Property & Casualty License
Valid Driver License
Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
Full knowledge of Property Casualty lines of coverage and services;
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;
Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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