Purpose of Job: To manage new business requests and secure annual renewals for new and renewal accounts. To work with Account Executives with tasks needed to provide top level service to RIA commercial clients/prospects. Responsibilities: Manage a renewal book of business assigned by the agency Quote accounts online Communicate professionally with colleagues, clients & company partners Work with Account Executives on new and renewal accounts Accompany Account Executives on client visits when requested Prepare submissions and communicate with the necessary markets Distribute certificates Prepare information received for quoting purposes Further career development through continuing education and obtaining designations Job Qualifications: Commercial insurance experience preferred Advanced computer skills Self-Motivation Ability to work in a team environment Exceptional communication and time management skills Ability to multitask Performance Measurements: Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management, and account retention. Benefits: 401k Match Profit Sharing Section 125 - Daycare, Health, Dental & Vision 35 Hour Work Week Vacation PTO 7 Paid Holidays & Birthday off HSA Health Insurance - 100% of Employee Paid $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost Licensing & CE Scheduled & Paid by Agency Group Long Term Disability - at your cost Group Dental - at your cost Group Vision - at your cost Aflac Benefits - at your cost LegalShield - Shared cost
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