Job Description

Summary

Under the direction of the Director of Commercial Operations; provide superior service in expanding and maintaining the Commercial Lines Department client base, specifically transportation accounts; analyze and maintain an assigned book of business by visiting clients, determining their insurance needs, and implementing services to help the client maintain their insurance; assist with quoting, handling client requests by mail, phone and email or in person from the policy holders, carrier representatives or others concerning their insurance needs; responsible for meeting growth and retention goals as well as implementing and managing service plans for designated clients.

Essential Duties and Responsibilities

Oversee and manage client renewal process through coordination of the account management team’s efforts
Conduct regular meetings with clients, specifically transportation accounts, including but not limited to Renewal Proposals and Pre-Renewal meetings with and without Sales Consultant
Stay informed of industry trends including carrier appetites & relationships, and manage expectations with clients
Assist Sales Consultants with new business development
Execute SHAPE Service Standards to meet growth and retention goals

Certificates/Licenses/Education:

Property & Casualty Insurance License Required

Bachelor’s Degree Preferred

Valid Drivers License Required

Relevant Insurance/Risk Management Designations Preferred

Job Type: Full-time

Benefits: