Primary day-to-day contact for all service needs for both external and internal customers
Accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses
Requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery
Strategizing placement approaches for complex accounts
Evaluation of large deductible programs, captives, and layered insurance towers to deliver optimal risk transfer solutions
Requires independent decision-making, strong analytical and negotiation skills, and close collaboration with Client Advisors, Account Service Teams, and carrier partners

2+ years of relevant insurance experience required
An emphasis on mid-to-large commercial account placements preferred
Must currently hold a Property & Casualty license in the state where you reside
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
Excellent phone etiquette, written and verbal communication skills
Able to work with minimum supervision; able to accept directions on given assignments
Proficient with MS Office products, including a high knowledge of Excel and Word
Strong organizational skills and ability to handle multiple tasks and prioritize work
Demonstrated flexibility and adaptability to changing priorities and deadlines
Strong attention to detail to ensure document accuracy
Able to work effectively in a team environment with strong customer service skills

Licensed Insurance Professional

Key skills