Seeking a remote P&C CA licensed Commercial Lines AM or SR AM for a top 25 broker in the world. This role can only be housed hybrid remotely out of DTLA, Irvine or Woodland Hills. We have AM and SR AM roles available)
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Services a mid market and national P&C accounts in the 50k-$1 million dollar revenue range
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
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 Producer;
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;
Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
Provides technical guidance to staff assisting with client needs or procedural issues;