Job Description
About the position
This experienced-level role focuses on providing insurance carrier placement guidance and service to the field while managing a profitable book of business. The position emphasizes maintaining strong relationships with field agents and partners to ensure smooth brokerage operations and high-quality customer service.
Responsibilities
Β Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers.
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Β Consult on a broad variety of commercial and personal lines coverages.
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Β Oversee a book of business within a geographic territory.
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Β Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, and hazard recognition.
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Β Accept, decline, or modify new and renewal business based on insurance company authority levels.
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Β Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
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Β Review and analyze relevant underwriting information for risks including applications, inspections, and loss history.
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Β Price business according to insurance company underwriting and pricing guidelines.
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Β Handle new and renewal placement processes including rating, negotiating, and preparing presentation materials.
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Β Work with internal staff or carriers to resolve questions and issues related to applications or policies.
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Β Assist agents and staff with carrier information and general processes and procedures.
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Β Maintain positive relationships with brokerage and alliance companies to uphold high customer service standards.
Requirements
Β Demonstrated experience providing customer-driven solutions, support, or service.
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Β Proficiency in using PC software applications (e.g., Microsoft Office, Internet Explorer, Outlook, Excel).
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Β Experience in account management/insurance placement for commercial and specialty personal lines products.
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Β Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages.
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Β Understanding of brokerage customer service, carrier placement, and policy processing processes.
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Β Experience using reference materials, reading policy language, and processing rules and procedures.
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Β Understanding of carrier appetites and market conditions.
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Β Experience consulting with agents.
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Β Strong written and verbal communication skills.
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Β Proof of successful completion of the AD Banker On-Line Pre-Licensing Course for unlicensed candidates.
Nice-to-haves
Β Experience in a flex office/home role.
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Β Knowledge of state regulatory requirements for insurance licensing.
Benefits
Β Comprehensive medical, dental, and vision benefits.
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Β 401(k) contribution and pension plan.
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Β Annual incentive program.
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Β 9 paid holidays and 23 days of paid time off annually.
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Β Student loan repayment program.
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Β Paid family leave.
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