SUMMARY

Acts in a servicing broker capacity on self-produced and existing accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in broad scope of coverage lines, with industry sector specialization where applicable.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationships; Acts as the lead representative to an assigned book-of-business;
• Prepares and presents to client renewal analysis;
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
• Provides analysis and recommendations concerning client's existing coverages;
• Negotiates with carriers for coverage and premium considerations and any other available services;
• Receives and responds to client inquiries including coverage, risk management and claims questions and issues;
• Reviews client coverage contracts and amendments for accuracy;
• Serves as technical expert, assisting department members to resolve complex issues;
• Attends and actively participates in regular sales meetings;
• Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
• Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
• Ensures that work assignments delegated to staff are aligned with unit goals and objectives;
• Selects candidates, conducts interviews and recommends candidate hires;
• Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;
• 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.

QUALIFICATIONS

• EDUCATION / EXPERIENCE
• Bachelor’s degree or equivalent combination of education and experience
• Ten (10) or more years related work experience
• Valid insurance license; requires in depth knowledge of underwriting principles and market conditions
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Ability to lead a team and to foster teamwork
• Excellent planning, organizational and prioritization skills
• Proficient in Microsoft Office Suite