Commercial Insurance Advisor

Description:

Assist producer and marketer with all aspects of servicing commercial accounts.

Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence).

Review and ensure accuracy of policy documentation from insurers before forwarding to the client.

Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer.

Update client information as changes occur.

Answer account related questions/requests from clients, lawyers, and banks.

Provide policy and coverage information to clients upon request or inquiry.

Will be assigned some minimal, but regular duties to help support the floater position.

What You Bring -

Level 1 Insurance License or willingness to obtain.

Self-motivated with a strong sense of urgency.

Motivated to help support a diverse team and contribute in a team environment.

Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs.

Proficiency in Microsoft Word, Excel, and Outlook.

The employment offer is contingent upon completion of a successful background check.