Job Summary:

Supports the Commercial Lines Production team in the production of new accounts in a fast-paced environment. Manages the retention of existing accounts with prompt, efficient, and high-quality service. Works closely with Account Executive Assistants and Insurance Processors to service accounts in a team environment.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Life Insurance

Disability Insurance

Career Growth Opportunities

Tuition Reimbursement

Paid Time Off (PTO)

• Three years of Commercial Lines Service in an independent agency experience
• Bachelors degree in Business, Insurance, Finance -or- CIC certification in lieu of three years experience
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.

Primary Responsibilities:

·        Coordinate day to day service needs for clients

·        Coordinate strategy and marketing for new and renewal coverages

Detailed duties:

·        Maintain client files and ensure accurate account information

·        Coordinate coverage reviews and completion of policy checklists

·        Coordinate creation of Loss Summaries

·        Coordinate binding of coverage

·        Complete final review of policy documents and coordinate delivery to client

·        Validate audits and prepare for delivery

·        Manage clients’ accounts receivable

·        Identify and request renewal exposures from client

·        Prepare final submission for new and renewal marketing

·        Review and finalize new and renewal quotations and proposals

·        Coordinate Issuance and quoting of premium finance agreements

·        Identify opportunities for expanded business through gaps in coverage and program improvements

·        Confer with client and agency personnel to resolve client issues or complaints

·        Follow up on outstanding claims

·        Coordinate marketing process including underwriting questions while keeping client and producer updated during marketing process

·        Correspond with and develop strong carrier relationships

·        Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

·        Performs other functions as assigned by management

SKILLS

Excellent written and oral communication

Excellent time management

Active Listening

Service Orientation

Persuasion

Reading Comprehension

Complex Problem Solving

Critical Thinking

Judgment and Decision Making

Our Agency is headquartered in San Antonio TX specializing in Commercial Lines, Personal Lines, and Employee Benefits.. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!