Job Details

Management

Establish and help to achieve annual commercial production goals

Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take advantage of those opportunities

Analyze sales and other reports that give insight into how production goals can be adjusted to achieve production goals and improve performance

Works with carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments

Works efficiently and calmly on tight deadlines or as other stress factors arise

Assists President and works as a member of a cohesive team

Accepts extra duties as situations arise

Department

Manages daily company operations and resolves issues

Coaches and conducts training for agents and employees on best practices for managing accounts, workflow and handling daily issues and tasks

Coaches and trains department on policy risk analysis and making recommendations based on a thorough analysis of all factors involved in a business situation

Manages house accounts by conducting annual risk analysis, making recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee

Examines company rules to make sure they stay relevant and makes recommendations and implements necessary change

Establishes individual performance goals, tracks performance over time and completes annual performance based on results

Agent Services

Oversees that agent services are being performed by account managers and assistant account managers with accuracy and within standard turnaround period

Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit applications to carriers and/or complete quote and bind process using carrier's online process. Update agency management system accordingly

Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems. Update agency management system accordingly

Work with carrier to seek approval to reinstate risks

Issues proof of insurance and vehicle identification cards accordingly

Respond to carrier underwriting requests

Provide customer service to policyholders in the absence of the agent

Perform other duties as assigned