Producers Jobs

About The Position

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License Required
• Must continue to meet Continuing Education requirements for license renewal
• 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 problem solving, analytical, organizational and time management skills
• Excellent attention to detail
• Proficient in Microsoft Office Suite

Nice To Haves

• Encouraged to complete Career Path requirements as communicated by supervisor

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 coverage for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producers.
• Binds insurance coverage, prepares and reviews binders of insurance, and delegates certificates issuance.
• Reviews policies, identifies deficiencies and determines appropriate level of coverage.
• Prepares summaries and/or schedules of coverage for clients.
• Prepares and maintains bordereaux for accounting and midterm transactions.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies Producers 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.