Summary:
We are a family owned Insurance Agency in Sacramento, CA. We are looking for an individual to manage an existing commercial surplus lines book of business, as well as produce new business. The ideal candidate is efficient, pro-active, detail oriented, able to multitask and work effectively with little supervision.
Responsibilities include: - Total account responsibility.
- Responding to client requests / inquiries in short time frame.
- Proactive approach to rounding out accounts and offering additional lines of business.
- Active participation in client presentations for new and renewal business.
- Development of new business and renewal strategies - including preparing submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.
- Thorough knowledge of forms, policy terms, conditions and coverage issues.
- Awareness and in-depth knowledge of current marketplace for account placement including coverage enhancements and optional coverages.
- Strong customer service and team skills; must interact effectively with clients and co-workers and management
- Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Qualifications of the ideal candidate: - P&C Insurance license required
- Minimum of 3 years of related work experience
- Excellent verbal and written communication skills
- Excellent customer service skills, including phone and listening
- Excellent time management
- Detail oriented
- Well organized and efficient
- Flexible to changing priorities
Benefits: - This position offers competitive compensation (based on experience)
- Commission and Bonus opportunities
- Medical
- Paid vacation, holiday and sick days
- Profit Sharing
- Paid product training
- Continuing education
- Career advancement opportunities
- And much, much more.
Full-Time role.