Assist producers in new production activities to meet or exceed production goals as established.
Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
Design Detailed analyses, including but not limited to: Exposure Analysis Claims review Loss Trends Market Changes Certificate Audits
Design presentations for prospect/client meetings.
Independently conduct meetings with client/carriers, as needed.
Accompany producers on Prospect meetings.
Meet with producers and account teams to discuss issues and resolve problems.
Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
Gather client information for renewals and new business to begin the remarketing/marketing process.
Develop and expand coverage lines to existing accounts.
Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
Participate in seminars and classes for skill and knowledge development.
Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
Key Liaison with clients to assess needs and provide solutions.
Develop, Maintain and execute proactive service plan for each client.
Review Prospects policies/insurance program and provide feedback.
Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.
Requirements
Currently Florida 2-20 License
Previous Managerial or Team-Lead experience a plus
Excellent presentation, written, communication and customer service skills
Excellent leadership skills
Travel required
College degree desirable; or equivalent combination of education and 10 years related experience.
Strong technical insurance knowledge and background
Strong communication and negotiation skills under stressful situations
Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn
Benefits
Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
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