- Manage a portfolio of commercial insurance accounts ensuring exceptional service delivery.
- Develop and maintain strong relationships with clients understanding their insurance needs and providing appropriate solutions.
- Collaborate with underwriters to negotiate terms coverage and pricing for clients insurance policies.
- Review and analyze insurance policies to ensure accuracy and compliance with clients requirements and regulations.
- Renew policies in a timely manner and provide assistance with claims processing when necessary.
- Stay updated on industry trends regulations and market conditions to provide informed advice to clients.
- Identify opportunities for upselling or crossselling additional insurance products to clients.
- Maintain detailed records of client interactions transactions and policy details in the agencys database.
- Work closely with other team members including agents and support staff to provide comprehensive insurance services.
Requirements
- Bachelors degree in business finance or a related field preferred.
- Previous experience in commercial lines insurance or a similar customerfacing role is highly desirable.
- Strong communication and interpersonal skills with the ability to build rapport and trust with clients.
- Excellent organizational skills and attention to detail to effectively manage multiple clients and tasks simultaneously.
- Proficiency in insurance industry software and Microsoft Office Suite.
- Knowledge of insurance policies regulations and coverage types.
- Ability to work independently and as part of a team in a fastpaced environment.
- Professional demeanor and a commitment to providing exceptional customer service.
- Relevant certifications or licenses may be required depending on local regulations.
Benefits
To discuss client specific benefits contact Carter at The Agency
State-issued insurance license. Excellent communication and sales skills. Customer-focused and self-motivated. Strong networking and relationship-building abilities. High school diploma or equivalent (Bachelor's degree preferred). Portable book of business preferred Demonstrated history of success in selling insurance of any type