Seeking a hybrid remote CA P&C licensed Commercial Lines AM for a national private retail broker out of Downtown, LA. (This is a mid market and national accounts roles for a top 20 broker in the world).
This broker is on of nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service
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ESSENTIAL DUTIES AND RESPONSIBILITI
ESServices a mid market and national P&C accounts in the 50k-$500k revenue ran
geInitiates renewal process for existing clients, and discusses and creates renewal strategy with Produce
r;Analyzes and compares current exposures and develops renewal or new business specifications for marketin
g;Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accurac
y;Reviews and summarizes marketing results and prepares proposal
s;Finalizes proposals and presentations in coordination with Produce
r;Binds insurance coverage and prepares binders and/or delegate certificates issuanc
e;Reviews policies for accuracy and review contract
s;Prepares summaries and/or schedules of coverage for client
s;Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collection
s;Participates in the claims process as directed by management, including claim submission, follow-up and overall communicatio
n;Provides technical guidance to staff assisting with client needs or procedural issue
s;Notifies brokers of pertinent information related to client retentio
n;Meets with clients as needed or directed by Produce