Client Account Sales Representative

AMBA • Urbandale, IA

5d • Hybrid

About The Position

AMBA is seeking a talented Client Account Sales Representative to join our growing team! We are looking for someone with detail-oriented skills who thrives in an agile, team-oriented environment.

This position evaluates, underwrites, and rates applications for various lines of program business related to Broker Dealer and RIA space in addition to special event GL coverage. This position will interact with clients and Insurance carriers.

Requirements

• Two to four years of related experience or equivalent.
• High School Diploma or GED.
• Property and Casualty underwriting experience or ability to obtain license in 90 days.
• Knowledge of insurance products and underwriting guidelines.
• Strong organizational skills and attention to detail.
• Excellent written and oral communication skills
• Ability to manage priorities and workflow.
• General PC knowledge including Microsoft Word, Excel, and in-house system.
• Strong interpersonal skills.

Responsibilities

• Maintains and grows multiple lines, including but not limited to E&O, D&O, and Cyber policies.
• Analyzes information sent to the carrier for underwriting.
• Reviews and monitors monthly submissions to admitted and non-admitted markets.
• Develops and fosters relationships with our clients and sub-producers.
• Collaborates with various carriers to gain an understanding of each policy and the coverage provided.
• Negotiates renewal terms and prepares proposal documents for each client renewal.
• Ability to use internal systems and multi-task in a timely manner.
• Demonstrates solid underwriting acumen.
• Manages workload within established service levels.
• Other duties as assigned.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
• Annual Bonus Program.
• Corporate 401k Matching.
• Generous time off, 10 paid company holidays, sick time off, and paid parental leave.
• Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events.
• Support & development to cultivate your knowledge and continuing education to support your professional designations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED