Sunstar Insurance Group LLC
Job Description
Job Description
Efficient Timeline Management • Adhere to established timelines, ensuring all tasks are completed promptly and efficiently for our client. • Exercise autonomy and self-management to maintain workload deadlines effectively. Customer Relationship Excellence • Build and strengthen relationships with key customers on behalf of our client, demonstrating acommitment to urgency and responsiveness. • Deliver exceptional customer service by addressing inquiries, handling policy changes, processing claims, issuing certificates of liability, and more. Professional and Strategic Communication • Respond to client inquiries with professionalism and clarity, ensuring seamless communication on behalf of our client. Proactive Renewal and Marketing Strategy • Participate in monthly marketing strategy meetings with Producers 90-120 days prior to policy expiration. • Review policy renewals, identify significant changes, and collaborate with Producers to refine strategic approaches for our client’s customers. • Accurately prepare and submit applications to carriers for quotes, ensuring a comprehensive range of options for clients. • Evaluate quotes and create detailed marketing comparisons to recommend optimal solutions to Producers or customers. Polished Proposal and Policy Management • Draft and deliver compelling renewal proposals as required for our client’s customers. • Ensure policies received from carriers are accurate, compliant, and aligned with client needs. • Manage timely and precise delivery of policies according to customer or Producer instructions. In-Depth Coverage Analysis • Review contracts to confirm clients have appropriate coverage. • Assess existing policies and recommend additional beneficial coverages tailored to client needs. • Collaborate across departments to identify and promote additional agency services on behalf of our client. Administrative and Cross-Team Collaboration • Support accounts receivable efforts as needed. • Gain expertise in each carrier’s product offerings, underwriting guidelines, and online platforms. • Stay ahead of market trends and changes to deliver informed recommendations. • Join customer or carrier meetings alongside Producers to enhance client relationships. • Share insights and mentor team members to foster a collaborative learning environment. • Organize and maintain client documentation in the agency’s management system.
Job Description
Efficient Timeline Management • Adhere to established timelines, ensuring all tasks are completed promptly and efficiently for our client. • Exercise autonomy and self-management to maintain workload deadlines effectively. Customer Relationship Excellence • Build and strengthen relationships with key customers on behalf of our client, demonstrating acommitment to urgency and responsiveness. • Deliver exceptional customer service by addressing inquiries, handling policy changes, processing claims, issuing certificates of liability, and more. Professional and Strategic Communication • Respond to client inquiries with professionalism and clarity, ensuring seamless communication on behalf of our client. Proactive Renewal and Marketing Strategy • Participate in monthly marketing strategy meetings with Producers 90-120 days prior to policy expiration. • Review policy renewals, identify significant changes, and collaborate with Producers to refine strategic approaches for our client’s customers. • Accurately prepare and submit applications to carriers for quotes, ensuring a comprehensive range of options for clients. • Evaluate quotes and create detailed marketing comparisons to recommend optimal solutions to Producers or customers. Polished Proposal and Policy Management • Draft and deliver compelling renewal proposals as required for our client’s customers. • Ensure policies received from carriers are accurate, compliant, and aligned with client needs. • Manage timely and precise delivery of policies according to customer or Producer instructions. In-Depth Coverage Analysis • Review contracts to confirm clients have appropriate coverage. • Assess existing policies and recommend additional beneficial coverages tailored to client needs. • Collaborate across departments to identify and promote additional agency services on behalf of our client. Administrative and Cross-Team Collaboration • Support accounts receivable efforts as needed. • Gain expertise in each carrier’s product offerings, underwriting guidelines, and online platforms. • Stay ahead of market trends and changes to deliver informed recommendations. • Join customer or carrier meetings alongside Producers to enhance client relationships. • Share insights and mentor team members to foster a collaborative learning environment. • Organize and maintain client documentation in the agency’s management system.