Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E & O exposures. Commission based compensation.
• Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales
Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline
with Sales Executive and client.
• Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.
• Proactively recommend coverage options and supplemental policies to mitigate risk.
• Be proficient with all value-added tools and resources.
• Manage the renewal process as established by the agency.
• With Customer Service Representative and Sales Executive (if applicable) review all applications, policies, endorsements, and
audits for accuracy.
• Review comparisons and quotations for renewals.
• Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.
• Prepare account summaries as required.
• Deliver policies and related documents to insured as needed.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
• If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.
• Round out accounts through quotation of lines not currently written through our agency.
• Refer clients and prospects to other divisions of Marshall & Sterling.
• Collect premiums per established agency procedures.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned.
• College degree preferred, high school diploma or equivalent required.
• Pursuing or already have an insurance related designation.
• Experience and knowledge of Microsoft Office programs.
• Experience with Vertafore a plus.
• Knowledge of commercial insurance and products is essential.
• Appropriate state insurance licenses and continuing education required.
• Five years of commercial lines customer service and/or sales experience.
• Desire for commission-based compensation.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a
professional manner.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.
• Valid driver's license and acceptable driving record.
Requirements:• College degree preferred, high school diploma or equivalent required.
• Pursuing or already have an insurance related designation.
• Experience and knowledge of Microsoft Office programs.
• Experience with Vertafore a plus.
• Knowledge of commercial insurance and products is essential.
• Appropriate state insurance licenses and continuing education required.
• Five years of commercial lines customer service and/or sales experience.
• Desire for commission-based compensation.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in
a professional manner.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.
• Valid driver's license and acceptable driving record.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
PIcfcc6c70a2b9-30492-34749415
A large teaching hospital system in Columbia, South Carolina is adding CRNAs to their team. The Company: Regional academic medical center One of Forbes Americas Best Employers Honored by the American Heart Association for high-quality stroke care State...
...Position Overview: Were seeking a Junior Recruite r with a strong interest in sourcin g and talent acquisition. This is an entry... ...curious, and eager to learn. This position is ideal for recent college grads with HR Degrees looking to enter the recruiting field....
...Clinical Pharmacist 13-Week Contract in Dillsburg, Pennsylvania! We welcome New Grads who are ready to jumpstart their career! Start... ...practice shall be carried out in accordance with all state/federal and DEA laws, TJC Standards, and hospital/departmental policies...
...LHH is seeking a Customer Service Representative for a client located in Los Angeles, CA. This role is work from home with the exception of approximately 2 days a month (expected). All candidates must be located in the LA area. Pay for this role is up to $30/hour...
...Seeking a part-time experienced SIU Field investigator. A minimum of 3 years' experience as an insurance Investigator is required. Must have background in handling multi-lines investigations and some SIU experience. Must have reliable transportation, along with own...