Brokerage Specialist: Professional Lines
This position is focused on generating opportunities, client relationships, and professional lines brokerage placements. Creates relationships with existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking, and regular mail.
Essential Duties and Responsibilities:
- Develop client relationships to generate submission opportunities and a regular flow of business
- Review submission documents received to prepare additional information including loss pics/summaries, loss stratifications, risk summaries, narratives, online research, and requesting additional information needed from the client
- Select and market the risk, by line of coverage, to markets to negotiate terms & pricing
- Provide comparisons and illustrations to compare options and support client presentation process
- Utilizes knowledge of automated systems to develop information for new or renewal policies
- Prepares quotations for clients and answers inquiries from clients, policyholders, or prospects
- Reviews requests for cancellation, endorsements, etc.
- Reviews policies for renewal consideration and remarketing
- Request additional documentation necessary for the processing of an application, endorsement, or cancellation
- Conduct marketing visits to clients and attend industry events
- Work with support associates, assistants, and central processing to assure work is completed in a timely manner and with accuracy. This may include mentorship and guidance of the team member working with you on risks
- Performs other duties as assigned
Qualifications/Requirements:
- Must have Producer’s License
- 3 plus years of insurance experience
- Basic familiarity with computers
- Good oral and written communications skills
- Strong analytical skills and the ability to pay attention to details
- A high sense of urgency
- Resourceful and controlled assertive behavior characteristics
- Must have demonstrated negotiation & sales skills
- Technical knowledge of insurance coverage forms and their application to exposure
- Knowledge of departmental regulations and policies
- Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted underwriting practices
- Strong interpersonal skills working with Staff and Company Underwriters
- Experience in standard underwriting practices and procedures
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