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Responsibilities include, but are not limited to:
- Responsible for the servicing and marketing of a book of business as assigned by direct manager.
- Responsible for analysis of policy forms, complex and detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
- Responsible for renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
- Knowledge and use of platforms such as EPIC, INDIO, CSR24 and Lineslip.
- Responsible for monitoring management reports in Epic including Expiration Reports and other reports as assigned by Dept Manager.
- Develops and maintains relationship with assigned commercial clients, including in depth coverage analysis, presentations to clients, analyzing risks and identifying exposures.
- Direct and frequent involvement and negotiations with insurance company underwriters.
- Training of other staff members as well as participation in training of new employees.
- Reliance on extensive experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.
Qualifications
Required Skills:
- Strong insurance technical skills -- must have deep knowledge of commercial insurance coverages, policy forms and insurance industry marketplace.
- Strong organizational skills to effectively manage book of commercial business.
- Strong communication skills -- directly works with all VIS Depts, Insurance carrier underwriters and larger clients.
Required Experience:
- High School Diploma or GED and a minimum of 8 years relevant agency experience.
- Insurance broker's license.
- Bachelor's degree preferred.
- Additional insurance designations (i.e., CPCU, CIC) also preferred.
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