Responsibilities

• Engage with clients to understand their insurance needs and provide expert advice on suitable insurance solutions.
• Manage a portfolio of commercial insurance accounts, including policy renewals, endorsements, and claims processing.
• Collaborate with internal teams to ensure timely and accurate processing of policy documents and client requests.
• Conduct regular policy reviews and risk assessments to identify opportunities for upselling and cross-selling insurance products.
• Stay updated on industry trends and regulatory changes to provide informed guidance to clients and internal stakeholders.
• Cultivate strong relationships with insurance carriers to negotiate competitive terms and coverage options for clients.

Qualifications

• Proven experience in a similar role within the insurance industry, with a focus on commercial lines.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• Strong analytical and problem-solving abilities, with a keen attention to detail.

Day-to-day

• Communicating with clients to understand their insurance needs
• Managing policy renewals, endorsements, and claims processing
• Collaborating with internal teams for efficient policy management
• Conducting policy reviews and risk assessments
• Building and maintaining relationships with clients and insurance carriers

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