Responsibilities

• Negotiate premiums and terms for all levels of all lines of coverage
• Perform all necessary rating sufficient for policy quotation and/or issuance on the carrier website or rating programs; calculate premium when the company-rating program is available
• Perform comprehensive coverage comparisons between quote terms and conditions, past and current premiums, including exposure changes
• Facilitate internal and external meetings when required
• Coordinate and facilitate renewal meetings with agents and support staff to determine Marketing suggestions for policy expirations
• Obtain the required information throughout the Marketing process needed to secure quotes and terms, keeping producers and support staff informed of marketing efforts
• Work with the Operations Manager to keep commercial lines staff informed of new systems, procedures, and insurance company regulations.
• Serve as liaison with company representatives and keep alert to commercial lines market conditions by scheduling regular meetings with company underwriters and key contacts
• Meet with company representative to update the carrier appetite, underwriting guidelines, etc.
• Work with producers to design proposals that demonstrate the firm’s product knowledge and ensure client satisfaction

Requirements

• 4-6 Years of previous insurance/marketing experience preferred
• Bachelor’s degree in business or other related discipline preferred
• Valid, state-issued, property and casualty license (or the ability to quickly obtain) required
• CISR or other relevant insurance designations preferred
• Strong presentation skills
• Excellent PC skills, with the ability to effectively utilize the agency’s management systems
• Sound knowledge of rating procedures and coverage, and industry operations to effectively manage, maintain, and write coverage based upon assigned client and prospect lists
• Full knowledge of insurance markets
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed