Job Purpose

The position is responsible for being self-motivated and self-functioning in the retaining and servicing of existing clients and to support the Producers with attaining their new business production objectives. Will be required to self-manage work time and task execution. Will be responsible for making timely decisions and follow our structured renewal, marketing, sales and interim service processes. This position is offered the flexibility of working remotely or in a hybrid situation.

Job Duties

• Set and meet attainable renewal retention goals.
• Initiate renewal process with existing clients.
• Cross sell additional lines to existing clients and make referrals both internally and across all lines of business.
• Opportunities to accompany Producers on sales calls to build and foster client relationships while gathering detailed underwriting information, prepare applications and assist with selecting potential markets.
• Oversee and monitor interim marketing activities with Producer and Commercial Account Manager if one is assigned to the account team.
• Assist with preparing formal proposals, assure coverage adequacy, accompany Producer for presentation and/or give presentations unaccompanied based on risk expertise and comfort level.
• Daily maintenance of automated systems consisting primarily of Applied Epic and Microsoft Outlook.
• Educate clients concerning finance options and cancellation procedures.
• Provide client service, as needed, including policy changes and collection oversight.
• Opportunity to sell new business earning new and renewal commissions.
• Will perform special projects as assigned.

Education, Experience and Job Skills

• Bachelor's Degree or equivalent work experience.
• Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer is mandatory.
• Must have an active Property & Casualty insurance license.
• Candidates must possess the required technical insurance and computer-based knowledge to manage a significant client portfolio efficiently and professionally.
• Must demonstrate the organizational disciplines to perform the required tasks in a timely, accurate fashion; and assist Producer in achieving sales goals.
• Must be self-motivated with the ability to complete tasks and meet required deadlines with minimal supervision.
• Ability to work independently in a fast-paced environment with a high degree of accuracy and close attention to detail.
• Strong multi-tasking skills.
• Proven team player.
• Positive and professional attitude.
• Excellent verbal and written communication skills.
• Possess a favorable reputation with our carrier partners.

Basic Qualifications

• Bachelor's Degree or equivalent work experience.
• Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer.
• Must have an active Property & Casualty insurance license.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact to ask for an accommodation, alternative application process, or other inquiries.