Vet Jobs

About The Position

Requirements

• High school diploma
• Experience in all areas of Commercial Entertainment insurance
• Know the underwriting and rating procedure for all types of personal lines policies
• Ability to quote new business and renewal options for various coverages
• Ability to prepare proposals and applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses
• Ability to prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts
• Ability to immediately update Summary of Insurance for existing clients
• Ability to remarket accounts as directed and follow up with AE or Producer
• Ability to maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients
• Adherence to all MIB electronic and EPIC procedures
• Ability to handle cancellations timely by checking carrier websites or NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines
• Ability to prepare and check policies based on SOP’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc.
• Ability to check policies for accuracy and all applicable endorsements
• Knowledge and up-to-date utilization of carrier websites, carrier communications, new coverage options and billing procedures

Nice To Haves

• College Degree
• Current California Department of Insurance License
• 2-4 years of experience
• Proficient MS Office Suite (Word, Excel, Outlook)
• Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman’s Fund

Responsibilities

• Provide the highest quality service to customers
• Cross sell within the existing book of business
• Act as the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers
• Address various coverage issues
• Perform contract analysis
• Perform exposure analysis
• Issue auto ID cards
• Handle all the inside service work associated with the client’s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies
• Coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems
• Ensure the successful fulfillment of Standard Operating Procedures and Guidelines (SOP’s)
• Know the underwriting and rating procedure for all types of personal lines policies
• Quote new business and renewal options to every client to include: Higher limits of liability, Higher deductible options, Earthquake coverage, Earthquake deductible buy back coverage, Flood coverage, Excess flood coverage, Increased mold coverage, Identity theft coverage, Umbrella or excess liability/excess uninsured/underinsured coverage, Employment practices liability/board of directors and officers coverage, Inland marine coverage, Guaranteed replacement cost, Equipment breakdown coverage, Enhanced auto coverages
• Prepare proposals and applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses, all in conjunction with AE or Producer
• Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts
• Immediately update Summary of Insurance for existing clients
• Remarket accounts as directed and follow up with AE or Producer
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures
• Handle cancellations timely by checking carrier websites or NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines
• Prepare and check policies based on SOP’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc.
• Check policies for accuracy and all applicable endorsements
• Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures

Benefits

• Generous time off
• Tuition reimbursement
• Professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive total rewards package
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs