Description

We will count on you to:

Market large or complex accounts for new and renewal insurance business to carriers. Assist in preparation and presentation of client proposals. Collaborate with production teams to develop insurance placement solutions that meet the needs of employee health & benefits accounts. Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies. Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products. Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed. Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking. Provide marketing and technical guidance to production teams, ensuring that business meets established eligibility guidelines and complies with company and regulatory standards. Request and prepare new business and renewal insurance applications, including necessary supplements, for submission to carriers. Enter relevant rating information into automated processing systems and quote new business as directed. Support authorized carrier directives and guidelines. Document files in accordance with company guidelines. Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed. Provide backup support to production teams, assisting in managing workloads and workflows when necessary.

What you need to have:

Must have a Bachelor's degree or foreign equivalent in Insurance, Business Administration, Marketing, or a related field plus one (1) year of insurance experience in an agency or brokerage environment focusing on middle market clients in the position offered or a related position. Must have one (1) year of experience with all of the following: Performing Business Insurance and Employee Health & Benefits account management, including marketing and placement support; Establishing and nurturing strong relationships with carriers to facilitate effective communication, negotiate favorable terms, and ensure timely renewal information; Negotiating and placing property & casualty and employee benefit insurance by assessing client needs, conducting market research to identify the best coverage options, and collaborating with carriers to secure competitive rates; Using Microsoft Outlook, Word, PowerPoint, and Excel to communicate with clients and carriers, create documents and presentations, and manage data effectively; Utilizing Agency Management Systems (AMS), including Sagitta, ImageRight, AMS 360, EPIC, or Indio to manage client data and files; Utilizing Reference Connect, Loss Forecaster, CAT Modeling, and ModMaster to help make informed decisions regarding client management and risk assessment. 10% domestic travel is required to various and unanticipated company and client sites.

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