Responsibilities Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions Researches an issues' root cause, implements, and resolves policy-related issues Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance. Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans Engages in limited client strategy meetings to manage insured expectations for upcoming term Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV's Establish an expertise in property modeling and exposure evaluation Participates in negotiations with carriers for new and renewal quotes with oversight Collaborates with senior staff in selecting new markets for submission and requesting quotes Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors Reviews quotes, binders, and endorsements and makes requests for changes as needed Receives policy, then updates and completes policy check to ensure completeness Updates specifications, application, and summary information to reflect changes during the year Informs Client of any and all changes that may affect insurance premiums or coverage Inputs Client information into data management system, ensuring accuracy and completeness Generates materials for Client presentations and meetings Creates and sends compliance communications as needed Performs other responsibilities and duties as needed
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Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees