Responsibilities

• Serve as the primary point of contact for commercial clients, addressing their inquiries and providing exceptional customer service.
• Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
• Collaborate with insurance carriers to negotiate and secure the best coverage and premiums for clients.
• Analyze policy options, provide recommendations, and present insurance proposals to clients.
• Monitor policy renewals, process endorsements, and handle claims to ensure client satisfaction and retention.
• Act as a liaison between clients and internal teams to facilitate the resolution of any insurance-related issues.

Qualifications

• 2+ years of experience in commercial insurance or account management within the insurance industry.
• Strong understanding of commercial insurance coverages, policy language, and underwriting guidelines.
• Excellent communication, negotiation, and presentation skills.
• Proficiency in insurance agency management systems and Microsoft Office suite.
• A valid insurance license is preferred.

Day-to-day

• Communicating with clients to gather information about their insurance needs and provide updates on their policies.
• Collaborating with insurance carriers to obtain quotes and review policy options.
• Preparing and presenting insurance proposals to clients.
• Coordinating policy renewals, endorsements, and claims processing.
• Maintaining accurate client records and documentation in the agency management system.
• Staying informed about industry trends, new products, and regulations to provide informed guidance to clients.

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