Responsibilities
- Oversee and maintain an assigned portfolio of commercial accounts, providing prompt, precise, and professional client service.
- Secure new and renewal business by coordinating with producers and adhering to defined operational processes.
- Respond to client inquiries about coverage, suggest appropriate solutions, and manage policy modifications, audits, endorsements, and certificates.
- Distribute insurance documentation, reconcile account balances, collect payments, and support clients with service requests and escalated issues.
- Recognize opportunities for expanding account coverage and cross-selling to improve client risk protection.
- Ensure client data accuracy in AMS360 and follow established commercial lines protocols using available resources.
- Stay informed about industry developments, product offerings, pricing trends, and underwriting standards.
- Evaluate renewal quotes, detect discrepancies, and recommend competitive pricing options.
- Engage in discussions about renewal strategies and work closely with marketing teams and insurance carriers.
- Provide guidance to new team members and help foster a collaborative and positive work environment.
Benefits
- Competitive compensation package
- Reimbursement for license renewal and ongoing education costs
- Access to mentorship and professional development programs
- Comprehensive health insurance coverage
- Dental and vision insurance benefits
- 401(k) plan with employer matching contributions
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Generous paid time off and observed company holidays
- Employee wellness initiatives and programs
Compensation
Competitive Pay
Team
Collaborative team environment with opportunities for mentorship and professional growth
