Job Description

• Responsible for the servicing and marketing of a book of business as assigned by direct manager.
• Responsible for analysis of policy forms, complex and detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
• Responsible for renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
• Knowledge and use of platforms such as EPIC, INDIO, CSR24 and Lineslip.
• Responsible for monitoring management reports in Epic including Expiration Reports and other reports as assigned by Dept Manager.
• Develops and maintains relationship with assigned commercial clients, including in depth coverage analysis, presentations to clients, analyzing risks and identifying exposures.
• Direct and frequent involvement and negotiations with insurance company underwriters.
• Training of other staff members as well as participation in training of new employees.
• Reliance on extensive experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.