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Manager
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Full-time
- Under the direction of the team lead, this individual will have the opportunity to be a key advisor for our client's personal and small business insurance needs.
- Responsibility for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
- Develops remarketing strategy in accordance with client servicing standards and market changes
- Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
- Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license
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