SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Creates marketing submissions and works with various carriers to obtain quotes as required;
* May negotiate prices, commissions, and/or coverages with carriers;
* Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
* Manages renewal process for expiring policies;
* Reviews client accounting history, responds to accounting inquiries, and corrects discrepancies including assisting in collections on past due accounts;
* Prepares presentations, proposals, summaries, or schedules of coverage for clients as required;
* May participate in client meetings to review coverage;
* Researches requests for information from Underwriters;
* Composes correspondence to insureds and/or underwriters;
* Discusses and assists in setting renewal and/or new business marketing strategy with Producer;
* Binds insurance coverage and prepares binders;
* Prepares certificate templates;
* Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
* Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
* Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with producer;
* Participates in the claims process as necessary;
* Notifies Brokers and Producers of pertinent information related to client retention;
* Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience
Five (5) or more years related work experience;
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by Supervisor

SKILLS

Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organization skills with effective time management skills
Advanced planning and prioritization skills
Strong attention to detail
Good problem solving and leadership skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
Proficient in Microsoft Office Suite

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• Bend, OR, USA