Commercial Lines Associate Broker

Mount Pleasant, TX - USA

Monthly Salary: Not Disclosed

Posted on: 25 days ago

Vacancies: 1 Vacancy

Job Summary

Assist the Brokerage Team in account maintenance as well as various underwriting tasks as assigned. Analyzes account-specific information (including but not limited to loss information financials loss control reports prior carrier information and targeted terms) and prepares risk for referral to Brokers.

Job Responsibilities:

Within given authority levels and company guidelines accepts rejects or modifies new and renewal business for the commercial lines Brokerage department with guidance from the Brokers and Manager.

Markets Company products through agent contacts to achieve departmental growth and profitability targets.

Develops on-going relationships with agents meets service standards established for new and renewal business and keeps agent up to date with market and/or product changes.

May communicate policy term changes as directed by Brokers and/or Companies. May recommend constraints on business an agent may submit or recommend that an agent be suspended.

Promotes public image of the Company by actively participating in industry related groups and by networking within the insurance community to keep abreast of changes in the industry.

Achieve written premium and income goals set by management on a quarterly basis.

Comprehend and maintain underwriting manuals for all companies represented.

Travel as deemed necessary by the Manager to both agencies & company conventions.

Comfortable discussing team goals and actively participating in achieving these goals.

Adhere to company-wide minimum service standards.

Knowledge of the independent agency system and economics - assess the capacity of market territory and individual agencies to identify and act on growth opportunities.

Demonstrate accountability for the assigned territory by being innovative and identifying and implementing opportunities for improvement in results.

Other duties as assigned.

Education and Work Experience:

1 year of experience or less and:
- an RMI degree or CPCU or RPLU or CIW or CIC or a graduate degree
or 2 plus years of directly related experience in Brokerage or P&C Underwriting

Knowledge Skills & Abilities:

Strong customer service skills
Ability to maintain confidentiality
Capacity to analyze information and mathematical aptitude
Proficiency in on-line reference manuals
Knowledge of underwriting principles
Knowledge of policy forms
Ability to recognize exposure to loss
Must be innovative and creative
Research skills attention to detail and coordination
Ability to multi-task prioritize make quick decisions and be flexible in a fast-paced environment
MS Word & Excel experience required
Excellent oral and written communication skills
Exceptional customer service skills
Exceptional interpersonal skills
Interest in selling products and services based on customer needs
Ability to clearly and effectively present (both written and verbal) to external business partners management and internal business partners.
Exhibits a professional appearance when representing the organization during agency visits or business meetings.
Strong negotiation skills.

Typical Physical Demands:

Requires the ability to sit or stand for long periods of time occasional stooping and reaching; May require lifting-up to 25 pounds; requires normal range of vision and hearing with or without accommodations.

Required Experience: