CivicMinds, Inc
Accounting & Finance Recruiter at Civicminds
Essential Functions
Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer
Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
Negotiate with the insurance companies for the most proper coverage options and competitive prices
Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
Attend sales meetings and keep abreast of all new sales programs
Maintain client files on the computer system and use a computer system to perform all transactions
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Qualifications
5-7 Years of agency operations experience preferred
Bachelor’s Degree preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Industries Insurance, Insurance Agencies and Brokerages, Insurance Carriers
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr
Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer
Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
Negotiate with the insurance companies for the most proper coverage options and competitive prices
Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
Attend sales meetings and keep abreast of all new sales programs
Maintain client files on the computer system and use a computer system to perform all transactions
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Qualifications
5-7 Years of agency operations experience preferred
Bachelor’s Degree preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Industries Insurance, Insurance Agencies and Brokerages, Insurance Carriers
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr