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

* Supports Producer in developing new business opportunities for existing clients and prospects;

* Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;

* Analyzes and compares current exposures and develops renewal or new business specifications for marketing;

* Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

* Reviews and summarizes marketing results and prepares proposals;

* Finalizes proposals and presentations in coordination with Producer;

* Binds insurance coverage and prepares binders and/or delegate certificates issuance;

* Reviews policies for accuracy and review contracts;

* Prepares summaries and/or schedules of coverage for clients;

* Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

* Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;

* Provides technical guidance to staff assisting with client needs or procedural issues;

* Notifies brokers of pertinent information related to client retention;

* Meets with clients as needed or directed by Producer;

* 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

Associates degree or equivalent combination of education and experience

Six (6) 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

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Proficient in Microsoft Office Suite

#LI-Remote

• Oceanside, CA, USA
• San Diego, CA, USA
• San Marcos, CA, USA