This position will have a primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with the platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages and by providing extraordinary client service.
Requirements
- Establish and maintains a strong relationship and assists the client advisors in making decisions on account updates and coverage for accounts ranging from small, mid-size to large accounts with moderate complexities.
- Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
- Collaborate with client advisors to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the customer’s risk.
- Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.
- Handles initial report of claims, and following up to ensure that the claim is properly progressing, and customer’s needs are being met.
- Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.)
- Complete account reviews.
- Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable.
- Maintain customer records in accordance with procedures.
- Keeps customers up to date on “pending changes” in the insurance world that may impact their insurance coverage.
- Assists or completes other tasks as directed by platform management.
- Provide timely, professional, accurate communication to client, team, carrier representatives and
- Keep and maintain confidentiality of client records and communication.
- Seeks referrals from clients and follows through to help generate new business.
- Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
- Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
- Comply with agency standards, policies, and procedures.
Benefits
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
