Commercial Client Representative
Commercial Client Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Develop and maintain effective business relationships with broker and underwriting partners.
- Evaluate current insurance coverage develop and advise proposal options that protect the investor as it relates to their real estate portfolio.
- Communicate directly with clients through different communication channels e.g. phone email or in-personal in a professional manner.
- Use online resources when necessary to complete submission information.
- Assemble and submit complete accurate submissions to underwriting and markets.
- Promptly submit proposal requests to markets.
- Review carrier documents for accuracy before sending them to prospects and clients.
- Educate clients on the differences in insurance coverage and assist them in determining the best coverage for their business model.
- Prepare binding applications and documentation collect payment information for bind request.
- Request policy endorsements as necessary.
- Complete and prepare certificates of insurance proposals policy summaries invoices etc.
- Check policy coverage and endorsements on all new business.
- Maintain accounts in accordance with organizational guidelines.
- Service and monitor account activity.
- Answer customer questions and concerns in a professional and timely manner.
- Additional duties as assigned.
- High School diploma required bachelors degree or 2 years equivalent experience in a Client Service or Commercial experience preferred.
- Property & Casualty License required.
- Proficient working knowledge of insurance agency management system(s) preferred.
- Excellent communication skills written oral.
- Solid selling and account management skills including social networking.
- Proficient in building positive relationships.
- Proficient in Microsoft Office Suite.
- General knowledge Real Estate Investing/Transactions preferred.
- Ability to multi-task and attention to details in a fast-paced environment.
- Strong follow up skills.
- Industry affiliations preferred.
Required Experience:
Unclear Seniority
Employment Type
Full Time
