Responsibilities

• Establish and maintain a positive team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Develop relationships with current and potential clients and maintain a professional connection between clients, the agency and company underwriter.
• Serve as point of contact between current and potential clients and United.
• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Request policy amendments.
• Promote and market new business and policy renewal. This includes preparation of applications, rating and forwarding to designated companies, for the correct placement and coverage for each risk. Information is then communicated to the insured or prospective client.
• Preparation of new business or renewal proposals and applications as needed.
• Perform consultative and servicing activities to customers regarding policies, costs, consequences, and obligations. Determine solutions based upon industry knowledge and previous client interactions.
• Keep a record of client activity with detailed documentation in EPIC, this will require follow-up with the client and/or the carrier.
• Check the monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow-up to company for any policies not received by renewal date.
• Process invoices to client.
• Collaborate with Producers on new business, renewals, and remarketing renewals.
• Order updated loss runs as requested by the carrier.
• Work with the Accounting Department on agency billed accounts per written standards.
• Participate in Educational Seminars or workshops to emphasize improvement in customer service skills and sales.
• Meet or exceed expectations of job responsibilities.
• Performing other duties as assigned

Requirements

• State P&C license required, with 1-5 years’ experience preferred
• High School diploma/equivalent required
• Designation(s) preferred, not required
• Ability to multitask
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Prior Experience with EPIC Preferred
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

Preferred

• Experience with EPIC (preferred)