Small Business Service

Element Risk • Hollidaysburg, PA

9d

About The Position

The Small Business Service Associate services small business clients by analyzing their individual needs, evaluating options, and supporting Account Managers and Account Executives. The role involves daily contact with customers and carriers to exchange information, solve problems, quote and negotiate, gather information about changes in customer characteristics, analyze ongoing exposures and risk tolerance, and review coverage options and risk management or prevention strategies. The associate performs duties independently with little or no supervision, following established directions and instructions, and makes decisions within general agency constraints and insurance laws. The position description states that it describes the general nature and level of work and is not a comprehensive inventory of duties or qualifications; the Agency reserves the right to change it.

Requirements

• Thorough technical knowledge of small business insurance, including commercial lines, small business insurance forms, and risk alternatives.
• Outstanding verbal and written communication skills.
• Organized, with demonstrated effective verbal and written communication skills and the ability to influence others.
• Familiarity with agency operations and a thorough understanding of the agency system.
• Must have and maintain an active Property and Casualty license in required states.
• Ability to perform duties independently with little or no supervision and make decisions within general agency constraints and insurance laws.

Nice To Haves

• College degree or equivalent is desired.

Responsibilities

• Support Account Managers and Account Executives in developing and retaining customers.
• Answer client questions regarding coverage when applicable.
• Assist existing policyholders with endorsements, billing, EOIs, and coverage changes.
• Collaborate with Account Managers and Account Executives to provide feedback on customer and market conditions.
• Handle telephone calls and assist with customer visits concerning individual risks and coverage requirements, claims, new business, remarkets, and additional coverage lines.
• Ensure requests for changes and endorsements are properly implemented and comply with company requirements.
• Perform other duties as assigned.
• Collect information from customers about changes in their characteristics and analyze continued exposure and risk tolerance.
• Review coverage options and risk management or prevention strategies.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed