Maintain a high level of client retention by managing day-to-day service needs of clients and building strong client relationships. Market and service accounts in accordance with platform objectives and procedures.
Requirements
- Develop and maintain a profitable "Book of Business"
- Provide timely, professional, accurate communication to clients, team, and carrier representatives
- Work with clients to make limit and coverage changes
- Prequalify insurance prospects for insurability and qualify of risk
- Complete applications and related documentation for submission to companies
- Market account renewals and negotiate with company underwriters
- Collect applicable down payments from clients for purchases of new and upgraded coverages
- Keep and maintain confidentiality of client records and communication
- Seek referrals from clients and follow through to help generate new business
- Coach and mentor junior members of the personal lines team
Benefits
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
