JOB DESCRIPTION

Assists producer(s) by handling the marketing of new business and renewal submissions with a heavy emphasis on real estate.

Duties and Responsibilities include:

  • Responsible for handling all aspects of new and renewal business. Including; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
  • Act as a liaison between clients and insurance carriers to resolve any client service issues.
  • Servicing the needs of client accounts by; inputting and updating policy details and maintaining new/renewal client files.
  • Other duties include, inputting and updating policy details and maintaining new/renewal client files.

Requirements/Experience:

  • IL P&C Producer License
  • Heavy Real Estate Risk Experience.
  • Contract and Lease Review Experience
  • The ability to multi task and handle a large volume of items simultaneously
  • Good organizational skills, with high attention to detail
  • Ability to prioritize and work independently
  • Able to work in a team environment
  • Eager to learn new tasks

Knowledge & Skills:

  • 7 – 10+ years of P&C Account Management Insurance experience
  • Excellent verbal communication, interpersonal and written skills
  • Proficient in Word, Excel and Power Point
  • Knowledge of the Epic agency management system preferred
  • Proficiency using office equipment such as fax machines, copiers and printers and email

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