Must have current insurance experience and hold a P&C license.
Position Summary:
This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success.
Essential Functions & Basic Duties:
(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)
- Ensure that all work product meets or exceeds client expectations
- Work collaboratively and independently with producers and clients to service existing and new accounts
- Evaluate existing coverage and make recommendations to clients as needed
- Responsible for compiling and managing information regarding account renewal, rounding and cross-sell opportunities
- Adherence, compliance and full utilization of all technology tools (i.e. TAM, EPIC, Outlook)
- Ensuring that all relevant documents are attached to EPIC
- Updating policy applications as needed assuring that all are accurate and current
- Achieve objectives and goals as implemented
- Meet service and sales delivery standards
- Perform essential functions to the quality and service standards developed by SterlingRisk
- Mentor Team Associates
- May be assigned special projects from time to time
- Service and monitor assigned accounts
- Provide/coordinate technical and other support to Account Executive, producer, and clients
- Oversee work assigned to Team Associate
- Schedule and attend client meetings
- Coordinate renewal strategy meetings
- Track renewal timeframes to ensure that all are aware of pending dates
- Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures
- Process required supplemental applications and appropriate excess lines forms
- Ensure the accuracy of binders, certificates, policies, audits, endorsements, and other related items
- Determine and implement appropriate billing/financing and processes
- Order, issues, and verify accuracy of proposals completed by others, prepare proposals as directed by account executive, summaries of insurance, schedules, binders, certificates, policies, endorsements, audits and other related items
- Process renewals according to agency procedures
- Act independently when managing and servicing assigned accounts during renewal meetings with clients; includes strategy determination, marketing and carrier negotiations
- Review policy audits; verify accuracy and facilitate corrections as needed
- Identify exposure to loss; recommend appropriate coverage
- Process incoming mail, e-mail and telephone requests; respond promptly and appropriately
- Analyze requests for cancellations; acts accordingly to retain accounts
- Any other duties as requested by management
- Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
- Interact with others effectively by utilizing good oral and written communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business goals of SterlingRisk
Supervisory Duties:
- Not applicable for this role
Knowledge, Skills, & Abilities:
- Proficiency in Outlook, Excel, Word, and EPIC
- Knowledge of insurance products, coverages and usage
- Knowledge of insurance markets and reference to markets
- Possess exceptional oral, written, and communication skills
- Detail orientated with strong organizational and presentation skills
- Ability to work well under pressure
- Knowledge of insurance rating and underwriting procedures to proficiently manage and complete insurance tasks associated with the variables of the aviation business
- Ability to recommend solutions and options, and communicate these options both verbally and in writing in a clear, concise manner
- Understanding of client servicing expectations and ability to meet objectives to excel in client servicing procedures and goals
- Continuing education as required by license
- Pursuit of insurance designations
Education and Work Experience:
- College Degree with a minimum of two years’ experience; or
- a minimum of five years insurance experience preferred
- Property & Casualty Broker License
- Experience with EPIC or Applied preferred
Why SterlingRisk?
Salary:
The estimated base salary range for this full-time position is $80,000 – $90,000 annually, plus benefits, and can vary based on location.
