Private Client Insurance Associate

Private Client Insurance Associate

Requirements

• 1 + years working in insurance brokerage
• P&C Insurance License or related work experience preferred
• If not currently licensed, it must be obtained within 90 days of hire
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Articulate, strong oral and written communication skills
• Strong problem-solving skills
• Strong Language, Mathematical, Analytical and Reasoning ability
• Demonstrate a sense of urgency when responding to an inquiry
• Must possess the ability to multi-task and prioritize multiple projects
• Ability to work independently and within a team environment
• Accepts full ownership of issue and follows through to completion
• Must be accurate, detailed, and thorough
• Must be punctual and reliable
• Strong organizational and time management skills
• Independent user of technology
• Must be able to keep information confidential

Responsibilities

• Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele
• Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client
• Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions
• Maintain Client records in agency management systems
• Process new business applications
• Assist in underwriting process
• Develop a strong working knowledge of our carrier’s websites and utilize the sites to secure accurate and timely information for our clients
• Document all communications with clients and carriers in a prompt manner
• Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards
• Take on additional responsibilities as assigned
• Manage and process daily carrier Download and Communication Logs
• Manage and process daily invoicing and monthly expirations
• Pull cancellation, reinstatements and non pays from carriers’ websites daily
• Enter and set up prospects in management system and run MVR & CLUE

Preferred Qualifications

• College Graduate Preferred