The Role

• Responsible to manage and retain Select accounts as determined by revenue, industry, coverage needs, and other factors
• Maintain knowledge of market trends and changes to anticipate or understand shifting client needs
• Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners
• Scheduling of internal and external strategy meetings and documenting and socializing the outcomes of the meeting
• Review, finalization, and delivery of current and expiring exposures
• Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
• Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied
• Manage implementation of accurate billing for clients based on client/carrier instructions
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients as needed
• Manage process delivery to ensure any legal and/or compliance needs are met
• Responsible for completion of client proposals and other client deliverables
• Uses experience and expertise to contribute to ongoing process improvement activities
• Partnership with peers and resources in domestic and international service centers

The Requirements

• 3+ years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
• College degree or equivalent work experience required
• Property & Casualty insurance knowledge/experience required
• Demonstrate strong problem-solving capability
• Excellent verbal and written communication skills to include phone conversation and email communication
• Demonstrated analytical ability, strong decision-making skills, and conflict resolution
• Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity
• Solid process orientation skills
• Technology acumen to work within various internal agency management systems (Epic, ServiceHub, Broking Platform, etc.)
• Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
• Strong time management and organization skills
• Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
• Must successfully maintain required licensing by completing various Continuing Education activities as needed. Must be able to show valid confirmation of current status of P&C Producers License
• Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

EOE, including disability/vets