Responsible for the daily account servicing activities of Clients, including new and renewal business processes. Serves as the procedural and technical resource for the Service Team and is involved in retention of business, rounding of accounts and Client meetings as directed by the Account Executive.
Assists in the management and retention of the assigned book of business; meets with Clients and ensures that all needs/requirements are met.
Pursues new opportunities including rounding of accounts for all lines of coverage available in current book.
Participates in Renewal Marketing Strategy meetings with Account Executive and Producer.
Prepares Renewal Submissions to Insurance Carriers and follows up to ensure timely receipt of quotations.
Negotiates Renewal Terms and Conditions with Insurance Carrier.
Prepares Renewal Proposals using approved Standard Documents.
Oversees renewal Binding instructions to Carrier(s).
Reviews complex Certificate of Insurance requests and Contracts.
Reviews Policies for accuracy in accordance with bound terms and conditions. Completes Policy Checklist before transmittal of Policies to Client.
Communicates with Account Executives and/or Producers on any issues/concerns impacting Clients.
Remains current on industry changes, technical and industry specific developments such as market conditions and carrier appetites that could affect customer service.
Promote teamwork and commitment to department/corporate goals.
Attends various internal and external meetings, as required.
Adheres to Company Policies, Procedures and other Guidelines.
Other duties as assigned.
Oversee accuracy of data in Sagitta and WorkSmart.
Bachelor's degree or equivalent work experience preferred.
Three to seven years (depending on experience and performance) minimum of Commercial Multi-line Property & Casualty Brokerage experience.
Proficiency in Microsoft Office Products; Word, Excel and PowerPoint required.
Self-starter, flexible and able to multi-task with minimal supervision.
Strong problem solving, interpersonal, analytical, verbal and written communication skills.
Knowledge of Document Management System (WorkSmart) preferred.
Knowledge of Agency Management Systems (Sagitta) preferred.
Ability to provide effective on-the-job training and to work flexible hours.
Ability to develop and manage key relationships at all levels within the Conner Strong organization along with outside Clients and Carriers.
Ability to work in an ever-changing high pressure organization / environment.