The Client Care Team Marketing Specialist is responsible for proficiently working with our “small” commercial insurance clients (under $20,000 in premium) and Carriers, in order to provide “No Excuse Client Service” in service and risk management needs in accordance with agency standards and workflows.
Essential Duties and Responsibilities:
- Market accounts or coordinate with our identified CCT carrier partners in the rewrite process.
- Explain policy coverage and recommend additions/changes to client insurance programs to assigned Commercial Insurance Specialist for presentation to the client.
- Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures.
- Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.
- Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations.
- Perform other duties as requested.
Core Competencies:
- Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.
- Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
- Be able to conduct business analysis and interpret reports.
- Exhibit a personal commitment to develop insurance knowledge.
- Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.
- Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.
Education/Experience:
- Proficient in Microsoft Office Suite with experience working in an agency management system preferred.
- Demonstrate expertise in coverages, underwriting, rating and risk management.
- Demonstrate in-depth knowledge of commercial insurance policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential.
- Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate.
- High School Diploma; College Degree preferred in addition to insurance agency experience.
Certificates and Licenses:
- Possess a Property and Casualty license or obtain within 90 days of employment.
- Insurance designation or working toward insurance designation – (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
Work Location: In person