Creates signature service interactions with clients by responding in a timely manner to inquiries and listening for additional opportunities to address their coverage needs.
- Proactively owns and manages assigned book of business.
- Supports Producers in addressing client questions and/or concerns.
- Utilizes strong knowledge of commercial lines coverage to review and proactively process renewals and upgrade coverage levels.
- Ability to interpret complex contract verbiage into relatable data points.
- Effectively processes all endorsement requests, cancellations, billing inquires, and day to day service-related issues in a timely manner, adhering to best practices standards and communicating such process to the client, as necessary.
- Solicit and/or cross sell additional coverage required to effectively round out the
account.
- Provide policy and exposure analysis and/or assessment to determine appropriate
coverage options to ensure client is adequately insured.
- Address complex coverage issues in a creative solution motivated manner
- Maintain organizational efficiency through continual business process
improvement.
- Ensure client data integrity through accurate data entry, file maintenance and
professional business communication.
- Assists Property & Casualty team proactively and assists with a variety of
administrative duties.
- Initiates action to help the team achieve organizational goals in production and
client satisfaction. • Be a self-starter and willing to take “ownership” of day-to-day
service issues related to assigned book of business.
- Maintains professional development and certification through active learning opportunities.
- Expand professional development to keep abreast of changes in the insurance
industry as a whole.
- Network with other insurance professionals to maintain competitive market
intelligence.
- Research changes on insurance company underwriting guidelines, products and
policy conditions that may affect the member’s business operations.
- Stays abreast of changes within the industry relating to services and procedures.
- Participates and attends community relations activities per business needs.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Experience level:
Schedule:
Supplemental pay types:
Travel requirement:
Education:
Experience:
- Account Management: 4 years (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Relocate:
- Miami, FL 33172: Relocate before starting work (Required)
Work Location: Hybrid remote in Miami, FL 33172