On a daily basis, exercise discretion and independent judgement while servicing and supporting account management, setting priorities, planning and establishing work flow to ensure tasks are completed accurately and timely.
Support Senior Account Executive/Account Executive in maintaining a high level retention on an existing book of business
Review existing policies and endorsements, request changes to carrier as needed
Maintain integrity of system activities and client detail
Respond to clients with coverage inquiries
Adherence, compliance and full utilization of all technology tools (i.e. EPIC, Outlook, etc.)
Work collaboratively with producers, clients, and SterlingRisk account team to service existing and new accounts
Work collaboratively with Senior Account Executive/Account Executive with the preparation of specifications and applications for marketing renewal and related new business
Meet service delivery standards and perform essential functions to the quality and services standards developed by SterlingRisk
Endorsement processing
Invoicing
Essential Functions
Technical support to Senior Account Executive, Account Executive, Producer and client
Mentoring, training and directing the work of the Team Associate and other support staff
Act as first point of contact to resolve client billing issues
Collaborate with Senior Account Executive/Account Executive on applications to marketing and/or eligible and appropriate carriers
Collect, prepare & disseminate required information for renewal strategy meeting
Track all open items with clients and ensure the team meets deadlines and deliverables
Identify exposure to loss and work collaboratively with Account Executive to recommend appropriate coverage
Analyze request and consider variables for cancellations; takes appropriate action to save account
Duties And Responsibilities
Order and issues binders, certificates, polices, endorsements, audit and related items; verify accuracy; forward to client with appropriate correspondence
Prepare summary of insurance and schedules
Process required supplemental applications and appropriate excess lines forms
Participate in renewal meeting, strategy determination, and marketing and carrier negotiations
Follow up with marketing and carriers to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures
Track renewal timeframes to ensure that Senior Account Executive/Account Executive is aware of pending dates
Collaborate with Senior Account Executive/Account Executive, Account Specialist and Team Associate to coordinate renewal or new account billing and financing
Client contact and insurance company interaction/negotiation as needed
Prepare premium allocations for clients as needed
Attend prospect and client meetings as required
Work on proposals as needed
Develop and maintain strong market relationships
Any other duties as requested by management
Education And/or Experience
College Degree with a minimum of two years’ experience; or a minimum of five years insurance experience preferred
Property & Casualty License
Experience with EPIC or Applied preferred
Experience with CSR24 preferred
Knowledge, Skills And Abilities
Strong written and oral communication
Ability to interpret abstract information
Knowledge of insurance products and usage
Knowledge of insurance markets and reference to markets
Knowledge of insurance rating and underwriting procedures
Proficiency in Outlook, Excel, Word EPIC, etc.
Ability to work independently, as well as in a team environment
Strong presentation skills
Detailed orientated
Ability to multi-task
Why SterlingRisk?
Salary
The estimated base salary range for this full-time position is $60,000 – $75,000 annually, plus benefits, and can vary based on location.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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