Job Description
Summary:
● Integral member of the Commercial Lines team.
● Responsible for daily administration of assigned book of business.
● Manage renewals, onboarding, policy adjustments, and client communication.
● Collaborative teamwork, initiative, and discretion required.
Essential Job Functions:
● Orchestrate renewal process, including proposals and binders.
● Generate documentation, complete applications, and issue insurance certificates.
● Provide insurance counsel and recommend coverage options.
● Execute bond issuance and manage surety process.
● Oversee third-party financed premiums.
● Administer accounts receivable for agency bill policies.
● Initiate and monitor claim submissions.
● Engage with underwriters for policy negotiations.
● Maintain understanding of underwriting guidelines.
● Deliver superior client service.
● Drive revenue growth through cross-selling.
Knowledge/Skills/Abilities: