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Handles inbound calls and warm leads, consults customers on property and casualty insurance needs, recommends appropriate coverage, and converts prospects into policyholders. The role includes paid licensing and training, customer-focused sales, lead conversion, and adherence to remote work and scheduling requirements.
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Services and markets an assigned book of commercial insurance business, analyzes policy forms and coverage gaps, recommends solutions, manages renewals, documents workflows, monitors reports, and maintains client and carrier relationships. The role negotiates with insurance underwriters, presents coverage analyses to clients, trains staff, and supports department goals. Strong commercial insurance expertise, an insurance broker’s license, and eight years of agency experience are required.
Job Summary & Responsibilities
Responsibilities include, but are not limited to:
- Responsible for the servicing and marketing of a book of business as assigned by direct manager.
- Responsible for analysis of policy forms, complex and detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
- Responsible for renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
- Knowledge and use of platforms such as EPIC, INDIO, CSR24 and Lineslip.
- Responsible for monitoring management reports in Epic including Expiration Reports and other reports as assigned by Dept Manager.
- Develops and maintains relationship with assigned commercial clients, including in depth coverage analysis, presentations to clients, analyzing risks and identifying exposures.
- Direct and frequent involvement and negotiations with insurance company underwriters.
- Training of other staff members as well as participation in training of new employees.
- Reliance on extensive experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.
Required Skills:
- Strong insurance technical skills -- must have deep knowledge of commercial insurance coverages, policy forms and insurance industry marketplace.
- Strong organizational skills to effectively manage book of commercial business.
- Strong communication skills -- directly works with all VIS Depts, Insurance carrier underwriters and larger clients.
Required Experience:
- High School Diploma or GED and a minimum of 8 years relevant agency experience.
- Insurance broker's license.
- Bachelor's degree preferred.
- Additional insurance designations (i.e., CPCU, CIC) also preferred.
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