Participate in discussions and reviews of the current market situation for specific accounts
Maintain knowledge of the current marketplace and capabilities for providing risk placement alternatives
Provide detailed direction for assembling pertinent information necessary for complete applications and review applications for market identification and submission requirements
Perform underwriting functions to ensure classification and rating are complete and accurate
Negotiate pricing policy conditions and terms with selected companies and review all quotations with recommendations for the best options regarding price coverage and risk alternatives
Provide Producers with complete proposals for each accepted and quoted risk at least two weeks prior to appointments
Maintain positive relationships with company representatives through proper contacts and effective communication
Assist Producers and Account Managers with technical issues when necessary
Check new policies for accuracy in coverages forms and premium charges
Ensure compliance with non-resident and countersignature arrangements for out-of-state business
Document all material conversations with insureds and/or carriers regarding exposures and coverages
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