Job Responsibilities
Manage 20 to 40 mid-to-large-sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine most-appropriate carriers for market pricing.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Negotiate with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Represent client interests in internal USI account strategy meetings.
- Delegate administrative client tasks to assigned Account Representatives.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Regular in-person attendance at face-to-face client meetings.
Qualifications
- 5+ years experience in a Commercial Lines agency. College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Must hold or be willing to earn Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology and trends.
How to Apply
Please email your resume to Patrick Meyer (Miami '12) and share your affiliation with the Evans Scholars Foundation.