Job Description

Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E & O exposures. Commission based compensation.

• Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales

Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline

with Sales Executive and client.

• Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.

• Proactively recommend coverage options and supplemental policies to mitigate risk.

• Be proficient with all value-added tools and resources.

• Manage the renewal process as established by the agency.

• With Customer Service Representative and Sales Executive (if applicable) review all applications, policies, endorsements, and

audits for accuracy.

• Review comparisons and quotations for renewals.

• Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.

• Prepare account summaries as required.

• Deliver policies and related documents to insured as needed.

• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.

• If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.

• Round out accounts through quotation of lines not currently written through our agency.

• Refer clients and prospects to other divisions of Marshall & Sterling.

• Collect premiums per established agency procedures.

• Maintain professional accreditation necessary to meet agency standards.

• Participate in continuing education programs when available.

• Build and maintain a favorable and professional work relationship with other staff members.

• Communicate with Supervisor/Manager any issues to ensure excellent customer service.

• Adhere to established employee manual policies and guidelines.

• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.

• Promptly report all E&O claims and potential E&O claims.

• Maintain confidentiality in all aspects of client, staff, and agency information.

• Perform other duties and projects as assigned.

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a

professional manner.

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record.

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in

a professional manner.

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

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