Process documents necessary to maintain the Client Insurance Program, utilizing agency management system, acting as the primary contact with the Producer and/or Client
Job Summary
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system, acting as the primary contact with the Producer and/or Client.
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients, delegating tasks to outsourcing teams as appropriate and being a mentor to the Account Manager.
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program, including analyzing insurance quotes, comprehending insurance contract requirements, and designing insurance programs for clients.
Matching Summary
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system, acting as the primary contact with the Producer and/or Client.
Skills & Requirements
Must-have
Process insurance documents
Maintain client insurance programs
Initiate correspondence with marketplace
Manage client relationships
Prepare renewal updates
Create Acord applications
Utilize carrier websites
Prepare renewal proposals
Issue insurance binders
Initiate premium payment requests
Prepare policies for delivery
Resolve accounting discrepancies
Create coverage change requests
Manage accounts receivables
Manage direct billing
Process mail and phone requests
Adhere to document retention
Check insurance policies
Delegate tasks to outsourcing teams
Coordinate outsourcing teams
Build carrier and broker relationships
Negotiate with carriers
Assist in plan recommendations
Coordinate client meetings
Analyze insurance quotes
Comprehend insurance contract requirements
Communicate with insurance carriers
Communicate with clients
Client facing meetings
Proficient in premium analysis software
Stay up to date on carrier plans
Utilize carrier online rating programs
Maintain knowledge of policy forms
Design insurance programs
Utilize agency management system
Identify and address coverage gaps
Become subject matter expert
Nice-to-have
Proactive decision making
Positive client relationships
Team approach
Excellent client service
Mentor Account Managers
Professional attitude
Competent representation
Appropriate business attire
Travel to meet client needs
Key Requirements
Texas P&C Agent License
Bachelor's Degree preferred
2-4 years Private Client Account Executive Experience preferred
CIC, CPCU, or CPRM designation or 7 years AE experience
Proficient at Word, Excel, and internet technologies
Ability to multi-task and prioritize
Demonstrate proactive work style
Ability to learn, analyze and comprehend commercial lines of insurance
Demonstrate ability to service clients effectively
Demonstrate track record of client interaction
Demonstrated experience in client facing roles
Ability to interact with, support, collaborate with and direct employees
Ability to speak professionally and comfortably
Willingness to work beyond scheduled hours
Maintain and exhibit a positive, professional attitude