Job Description

TOR Insurance Services is a leading distributors of diversified insurance products and services. TOR operates by providing property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to clients nationwide.

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Supports Producer in developing new business opportunities for existing clients and prospects;
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
• Reviews and summarizes marketing results and prepares proposals;
• Finalizes proposals and presentations in coordination with Producer;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Notifies brokers of pertinent information related to client retention;
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

4- 6 years related work experience; Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Fluent in Spanish

SKILLS



Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Proficient in Microsoft Office Suite

knowledge of Applied EPIC a plus

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

TOR Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

Industry

• Insurance

Employment Type

Full-time

Job to commence June 2021

Job Functions

• General Business
•  
• Business Development
•  
• Customer Service

Company Description

We are in the business of helping people. We help consumers save money, we help businesses reduce risk and we help families protect and preserve their financial future.