Job Description

COMMERCIAL INSURANCE TEAM LEAD

SUMMARY:

Established agency seeking to hire a Commercial Insurance Team Lead.  

JOB DUTIES:

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the President.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers and vendors.
• Responsible for marketing process & quoting new and renewal business

QUALIFICATIONS:

• 5+ Years working with middle market accounts in agency environment
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must be organized
• Ability to delegate workflow
• Ability to multi task
• Strong math & technical skills
• Experienced w/Hawksoft or equivalent agency management system

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