Agency Management Specialist

Position Description Position Summary: Manages the Elatas Risk Partner’s book of business and its associated operations. Completes a wide variety of generalized and specialized agency support and customer sales and service functions. Reporting Relationship: Reports directly to the VP Business Development & Sales Essential Functions/Responsibilities: Works in a cooperative manner with management, coworkers, customers, and vendors; supports LAMMICO’s mission and vision in daily operations Contributes to the development of the department’s strategic and operating planning and meets assigned target dates and objectives; helps ensure that department and company quality, service and productivity standards are met Interact courteously and professionally with all Elatas Risk Partners/LAMMICO employees, policyholders, and outside vendors; seeks to support ERP’s mission and vision in daily operations Responds to telephone inquiries relative to ERP’s products and/or services Markets quotes/renewals to insurance carriers and brokers Develops and maintains prospect/client proposals Reviews new business/renewal policies Handles transactions, endorsements and COI’s relating to ERP’s clients Distributes and files assigned incoming mail and correspondence Agency accounting; assists LAMMICO accounting department in reconciling accounts Works with accounting agency specialist on the processing of Agency’s operating and trust cash receipts and disbursements including coding, preparing checks, issuing, mailing and maintaining the vendor files in AMS Works with Agency Account Executive on Agency Billing Process; makes certain Agency Billed receipts are collected timely and that the carrier is paid Gathers competitive intelligence, analyze ERP’s position and recommend action Maintain Agency AMS database(updates), form letters, client and agency files Nurtures and maintains relationship with insurance carriers/brokers; assures files and contracts are properly maintained Develops and assists with training on all new agency processes Manages LAMMICO’s bond needs for the claims department Serves as a consultant/agent to the CFO for LAMMICO’s insurance policies Participates in the screenings and appointments for any new LAMMICO agent Manage and renew LAMMICO’s/ Elatas’ licenses/appointments with multiple states Represents the Agency and the Marketing department at business functions as needed Meets with agency clients and prospects to sell agency products and services Secondary Functions/Responsibilities: Other responsibilities and special projects as assigned Maintains Agency manuals Education, Experience and Skills Required: P&C license required; must acquire licenses for all other lines of insurance sold by Elatas as necessary after hire Bachelor’s Degree or five years of experience in the insurance industry or the inside marketing of all Elatas Risk Partner’s product lines Working knowledge of DOI regulations pertaining to insurance agencies Demonstrated leadership skills Ability to service and deal with demanding customers in a fast-paced environment Strong customer focus and team orientation Ability to appropriately handle confidential and sensitive company information Commitment to continuing industry and individual functional education Strong decision making skills Excellent communication skills with the ability to interact and work effectively with employees at all levels within the organization Ability to manage time, set priorities and work independently; ability to organize, analyze, and interpret information Proficiency in the use of Microsoft Office Programs, AMS and ImageRight