Insight Global
Base pay range
$120,000.00/yr - $150,000.00/yr
This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Qualifications
Holds an MI Property and Casualty license
Minimum of 10 years’ experience managing large and captive commercial accounts
Bachelor’s Degree, or combined equivalent of education and experience
Proficient in Microsoft Office suite, including Word and Excel, with the ability to effectively use these tools for data entry, document creation, and formatting
Job Responsibilities
Accompanies Producers and team on client visits including renewals and new business, at times handling meetings with clients on their own.
Consults, informs, and educates clients about coverage, exclusions, and exposures, documenting the account in agency management system.
Rounds out accounts from clients and follows through to obtain new lines of business.
Maintains Pro‑active service schedule making sure new business and renewal timelines met.
Completes new business and renewal proposal and presentation according to agency standards.
Prepares summaries of insurance schedules and proposals for account reviews as needed.
On renewals, may contact clients, and follow up in conjunction with Producers.
Completes marketing on own book of business with carrier partners and will identify, design, and implement placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages.
Effective in handling challenging coverage issues and market placements.
Coverage and pricing analysis, calculating rates, exposure basis, etc. for all lines of coverage. Proactively set up cost and exposure comparisons on client accounts year after year.
Manages client concerns, facilitates a productive and amicable working relationship.
Develop and maintain a positive relationship and rapport with carrier partners to satisfy our clients’ needs and facilitate the process of new and renewal business.
Sets priorities and manages workflow within the team to ensure efficient, prompt and accurate processing of transactions and responsibilities.
Ensures that systems, operational procedures, and company regulations are adhered to on client accounts.
Pursues professional studies and keeps familiarity with trends in the industry and with new insurance products.
Participates and engages in internal team meetings.
Aids in the training and development of members of the team.
Proactively meets with the Producers on a regular basis to review and address accounts items.
Participates in and represents agencies in carrier meetings and events.
Communicate and build relationships with people outside the agency (clients, carriers, etc.)
Establish and maintain interpersonal relationships.
Organizing, planning and prioritizing job responsibilities.
Identify and solve complex insurance coverage problems or gaps.
Understand, review, and analyze insurance policies and forms verifying accuracy.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Management
Industries Insurance
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr
This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Qualifications
Holds an MI Property and Casualty license
Minimum of 10 years’ experience managing large and captive commercial accounts
Bachelor’s Degree, or combined equivalent of education and experience
Proficient in Microsoft Office suite, including Word and Excel, with the ability to effectively use these tools for data entry, document creation, and formatting
Job Responsibilities
Accompanies Producers and team on client visits including renewals and new business, at times handling meetings with clients on their own.
Consults, informs, and educates clients about coverage, exclusions, and exposures, documenting the account in agency management system.
Rounds out accounts from clients and follows through to obtain new lines of business.
Maintains Pro‑active service schedule making sure new business and renewal timelines met.
Completes new business and renewal proposal and presentation according to agency standards.
Prepares summaries of insurance schedules and proposals for account reviews as needed.
On renewals, may contact clients, and follow up in conjunction with Producers.
Completes marketing on own book of business with carrier partners and will identify, design, and implement placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages.
Effective in handling challenging coverage issues and market placements.
Coverage and pricing analysis, calculating rates, exposure basis, etc. for all lines of coverage. Proactively set up cost and exposure comparisons on client accounts year after year.
Manages client concerns, facilitates a productive and amicable working relationship.
Develop and maintain a positive relationship and rapport with carrier partners to satisfy our clients’ needs and facilitate the process of new and renewal business.
Sets priorities and manages workflow within the team to ensure efficient, prompt and accurate processing of transactions and responsibilities.
Ensures that systems, operational procedures, and company regulations are adhered to on client accounts.
Pursues professional studies and keeps familiarity with trends in the industry and with new insurance products.
Participates and engages in internal team meetings.
Aids in the training and development of members of the team.
Proactively meets with the Producers on a regular basis to review and address accounts items.
Participates in and represents agencies in carrier meetings and events.
Communicate and build relationships with people outside the agency (clients, carriers, etc.)
Establish and maintain interpersonal relationships.
Organizing, planning and prioritizing job responsibilities.
Identify and solve complex insurance coverage problems or gaps.
Understand, review, and analyze insurance policies and forms verifying accuracy.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Management
Industries Insurance
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr