Job Description

Summary of Position

With a focus on supporting the administrative support side of the insurance sales cycle, Business Support Specialists primary function is to assist Account Executive, Client Manager and/or Producer in servicing new business as it relates to marketing, claims, administration, and sales by focusing heavily on supporting marketing activities and staying engaged in the sales process for each client.

Essential Job Functions and Responsibilities

Ability to meet deadlines, exhibit great attention to detail, and communicate in a positive manner is essential. Communicating professionally and clearly is required. A thorough understanding of software, systems, business procedures, and problem-solving is necessary for success.

Nurture and improve client relations by providing expedited turnaround time for client and team requests and delivering exemplary service.
Markets new and renewal accounts according to company procedures.
Submits an analytical review and summary of insurance policies with assessment of coverages and improvements to Account Executives for consideration.
Utilize appropriate agency systems and databases to complete initial information for supplemental applications, following outlined policies and procedures.
Summarize historical loss data.
Maintain working knowledge of rating products and policies and standard insurance practices and processes.
Assist in creating/preparing proposals for presentation.
Communicate effectively and frequently with Account Executives and other team members to obtain needed information.
Assist the Account Executives in resolving high level service issues and sourcing a client-focused solution.
Attend company training, meetings and events as required.
Other duties as assigned by management.

Knowledge, Skills, and Abilities

Commitment to professional development and continuous learning in commercial property and casualty insurance coverages

EPIC, CSR24, and Indio Pictometry, MSB and Price Digest workflow standards and maintenance of documentation.
Strong organizational skills and ability to multitask while paying close attention to detail.
Problem-solving and decision making.
Knowledge of insurance market trends, submission processes and policy coverages.
Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.

Minimum Qualifications