Responsibilities

• Assist in the prospecting of new accounts by supporting sales staff as requested, soliciting rounding opportunities, assisting in developing risk potential, and analyzing customer insurance needs.
• Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
• Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
• Know which rates are approved by the respective carriers and be able to explain the rating of any policy.
• Learn and become proficient with various carriers online rating.
• Prepare complete and accurate submissions.
• Prepare and/or modify quotations when required .
• Maintain a task file for proper follow up of outstanding quotation requests.
• Prepare policy orders to the successful carrier, binding, and invoicing as appropriate .
• Where requested, check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections.

Requirements

• High school diploma required.
• Strong technical knowledge of coverage in all commercial lines' insurance coverage.
• Property & Casualty Agent’s or Broker’s License, required

Preferred

• College Degree in a business-related field.
• 3+ years general agency/company experience.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.