Select Assistant Account Specialist
Risk Strategies Company
- California
- $23.00-31.25 per hour
- Permanent
- Full-time
- Building and maintaining constructive and effective relationships with internal and external customers by assisting the Select Specialists and Producers and responding to client/carrier communications as assigned
- Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
- Nurturing professional relationships with carriers with consistent carrier contact
- Participating in the retention of renewal business by supporting the Select Specialists with interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
- Ensuring the client has continuous and proper coverage by assisting the Select Specialist assigned to the client. This includes but not limited to marketing/rating, spreadsheets, endorsements, audits, recommendations, billing, ID Cards, policy/quote/binder checking, summaries of insurance, certificates and follow ups of outstanding
- 1 - 3 years’ experience of Commercial Lines client management experience
- Valid STATE P&C brokers’ license
- College degree preferred
- Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
- Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting