Tech Stack

Description

You will support producers in developing and servicing accounts, providing exceptional client service throughout the policy year to ensure successful renewals. You'll market new and renewal business, prepare applications and proposals, and negotiate placements with carriers while maintaining strong client relationships.

Requirements

• Florida 2-20 or insurance license
• College degree or equivalent work experience
• 3+ years agency experience in designated field
• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Responsibilities

• Support producer in development and service of accounts
• Provide clients with exceptional service during policy year
• Assure successful renewal marketing
• Market new business as assigned by producer
• Review and analyze information provided by producer
• Secure additional information from client/prospect when necessary
• Make recommendations regarding coverages and exposures
• Prepare applications in accordance with agency automation standards
• Submit information to carriers and independently negotiate placement
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers
• Service endorsements and general coverage questions
• Use independent judgement to conceptualize solutions for client needs