Tired of
the turmoil in legal firms.
Use
your skills to assist a busy insurance brokerage team in downtown
SF
SUMMARY
Responsible for providing customer service and overall service of
assigned customers and/or policies and support of broker-led new business
efforts.
ESSENTIAL
DUTIES AND RESPONSIBILITIES
• Supports broker in developing new business opportunities for
existing clients and prospects.
• Initiates renewal process for existing clients, and discusses
and creates renewal strategy with broker
• Analyzes and compares current exposures and develops renewal
or new business specifications for marketing
• Conducts marketing, negotiates rates, reviews quotes and coverages
for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with
broker
• Binds insurance coverage and prepares binders and/or delegate
certificates issuance
• Reviews policies for accuracy and review contracts
• Prepares summaries and/or schedules of coverage for clients
• Reviews client accounting history, responds to accounting
inquiries, corrects discrepancies, and contacts client on receivable
collections
• Provides technical guidance to staff assisting with client
needs or procedural issues
EDUCATION
/ EXPERIENCE
College degree
SKILLS
Excellent oral and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening
skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
If you want to see more Accounting Jobs In Alabama Please Visit our
New Alabama
Career Center
Go To Home Page
: Alabama
Main Page
|
